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Investing to Protect Against Inflation
American investors have had to learn about inflation over the past five years. The last time inflation was big in the U.S. was the early...
Jul 148 min read


TIPS, The Perfect Partner For The Tariff Wars
I like TIPS, especially the longer-dated TIPS. If you are afraid of inflation, this is for you (AND NOT GOLD!)
May 59 min read


How to Fix Your Investment Portfolio
Stocks have been in a bull market since bottoming out five years ago, but they are rolling over. I have been cautious for quite some time...
Apr 197 min read


Stock Prices Face Many Challenges
There are things that investors who are bearish on stocks can do...
Feb 235 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?
Jan 129 min read


Rates Are Really Rising
While the Federal Reserve has cut rates (Fed Funds), Treasury yields have increased a lot.
Dec 24, 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.
Nov 14, 20242 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...
May 2, 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,...
Apr 15, 20244 min read
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