Credit Bubble Stocks

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...

This week's essay : Sure, you can devalue those claims through inflation, but only if the debt is in the form of long-maturity bonds (...

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

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...

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

Silver puts. Marginal cost and all-in cost are around $10 plus or minus a couple bucks, and the spot price is back to almost $20 with specu...

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.

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...

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

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%) ...

New Republic : George Gilder, a pro-family conservative who was the person most often quoted by President Ronald Reagan, believes that wel...

In order to amortize the current public debt of $13 trillion over 30 years, the federal government would first have to permanently stop inc...

Hardly. This was a good year to be long the long bond . But this week was time to rotate out of long duration and into something that look...

Stagflationary Mark is the only one of the 2015 predictions participants to exhaustively document his rationale for his predictions. ...

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

Latest : "[O]ur economy cannot tolerate higher interest rates. It only seems to thrive on exponential/parabolic credit expansion and ...

Sounds promising : "Treasuries are always right. They are saying something is coming. This monthly 30YR chart shows they are going mu...