Tag Archives: bond bubble

Bubbleicious: Don’t Get Too Comfortable In This “New Era” of Negative Bond Yields

Bottom Line: Bond yields may stay absurdly low for quite a while longer, but eventually sanity will prevail and bond bulls will get killed. Don’t let Europe’s negative yields, and their spillover into the U.S., cloud your thinking about the … Continue reading

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How Overvalued Are High Yield Stocks? We Deploy the PETTR Principal

Today’s 30-point sell-off in the S&P 500 is consistent with my warning a few weeks ago that the Fed was “behind the curve.” It made no sense, I argued, for Chair Yellen to still be pursuing an emergency monetary policy, … Continue reading

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How to Play the Coming Bust in the Yellen Bond Bubble

It’s starting to get a little weird. Here we are, more than five years into an economic recovery, with an improving employment picture, strong stock market, OK housing market, strong auto demand . . . and the Fed is still … Continue reading

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