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Jan 129 min read
Interest Rates Soar
Interest rates are falling (Fed Funds) and rising (anything more than 2 year maturity). Why, and what does this mean for stocks?

Dec 24, 20242 min read
Rates Are Really Rising
While the Federal Reserve has cut rates (Fed Funds), Treasury yields have increased a lot.

Nov 14, 20242 min read
Yield-Curve Inversion Is Gone
Fed Funds has dropped 75 basis points, but the 30-year Treasury Bond has increased in yield by 1 basis point. There is no inversion now.

May 2, 20244 min read
I Am Still Cautious on Stocks
Stocks have been volatile recently! The S&P 500 looks like it topped in April and it has bounced since that pullback. It's up ahead of...

Apr 15, 20244 min read
The Inverted Yield Curve
I am a "stock guy" and no longer the "bond guy" that I was in the 1980s. Still, though, I pay attention to bonds. When I was at Kidder,...
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