Credit Bubble Stocks

From an interview posted on ZH: Allison Nathan: You’ve said that you would rather hold a burning coal than a 10-year Treasury. Why? Pau...

Some highlights from pieces in the Summer 2014 Cato Journal issue, Was the Fed a Good Idea? The first is a piece by Kevin Dowd and Martin H...

At The Grumpy Economist : I think our most immediate danger is a rise in interest rates. If the real rates r charged to our government ris...

Some highlights from "Granola Shotgun" , I think the entire blog is worth reading. As I went through life I watched as another ...

Good point about Trumpflation : Trump seems like a response to the low inflation environment of recent years. Big spenders like LBJ and Ro...

Key points from bearish bonds post in May 2016: Trump essentially says that he would grow the national debt - he's a developer and he...

Since July the 10 year yield has risen 50 bps.

When you see articles like this: "The Looming Shortage in Government Bonds" . That is toppy thinking. In fact, anytime you hear ...

CP and I often discuss the problem of timing the top in the bond market. The bond market is the big kahuna. It is the one market that is so ...

The 10 year and 30 year are close to retesting their all time low yields.

In case you've forgotten, the 10 year note yield was lower in June 2012 than it is today. It went from 1.5% to 3% in about a year (by...

Last summer I noticed that the possible bond bear market was three years old . Now we might be four years into it! Not saying that it...

From Wikipedia - remember that Pertinax was Roman Emperor for three months in AD 193, after the assassination of Commodus at age 31. Anci...

Latest from High Plateau Drifter, posted on the bond bear market thread : As I have told CP many times, what we see now is exactly what yo...

The low in the ten year bond yield was almost three years ago, in July 2012. If I was starting this blog again today, I might call it Bond V...

From the latest Fortune : "Traditional pensions are dwindling. Back when almost every big company maintained a pension fund that it p...

All of the federal, state, and municipal governments are planning to borrow to cover their operational and pension shortfalls. They think it...

"I am officially open to the possibility that bonds have topped."

Prechter's latest Elliott Wave Theorist issue (February 2015) repeats his call that the July 2012 low in the 10-year bond yield (1.46%) ...

How Are Investors Positioned Heading Into 2015 : "[I]nvestors, both large and small, are positioned for and expecting equities to be...