Economy
Bond Market Summary
The grand 20+ year secular bull market in bonds is probably topping out.
The Current Economy....Just Like 1992?
In the previous recovery, there was an extended period where the economy appeared sluggish, not unlike what we are seeing today.
This Is Still A Cyclical Bull Market
Still bullish on stock market, expecting cyclical bull market to extend into 2004. Very worried that any easing of tensions in Iraq or Venezuela will bring crude prices down hard and fast.
Bond Market Summary
We believe it is still an opportune time to add to High Yield positions. The economy is improving and corporate profits are rebounding from depressed levels.
Bond Market Summary
High Yield bond only fixed income area strongly appealing to us, currently.
Bond Market Summary
We believe it is an opportune time to add to High Yield positions. The economy is improving and corporate profits are rebounding from depressed levels.
Bond Market Summary
Huge secular bull market in bonds (emerging in 1981) is topping out.
Case For A Bear Market Bottom
I now think the stock market will record its secular bear market lows between now and Thanksgiving. It’s time right now to start an equity accumulation program.
Bond Market Summary
Huge secular bull market in bonds (emerging in 1981) is topping out.
Bond Market Summary
Expect CPI and PPI to both edge higher in second half of year...could be negative surprise, but not something big.
Bond Market Summary
Expect CPI and PPI to both edge higher in second half of year...could be negative surprise, but not the start of something big.
Bond Market Summary
Expect CPI and PPI to both edge higher in second half of year...could be negative surprise, but not the start of something big.
Is This A Bear Market?
Is this a bear market? It certainly is a bear market in integrity! Steve presents the case for both Bears and Bulls.
View From The North Country
In today’s environment, portfolio managers are forced to sell best stocks, as style police enforce tighter restrictions. Also, why a Fed Funds rate below 3% is bad for the economy.
Bond Market Summary
Near term, bond market may continue to rally as economic reports have become more mixed (less bullish). But long term secular bull market in bonds emerging in 1981 has probably topped out.
Bond Market Summary
Expect rally from current oversold conditions, but overall, we think secular Bull Market in Bonds is topping out.
Tough To Score In The First Quarter
Economy and inflation predictions on track so far in Q1, but stock market slowed by some confidence-shaking speed bumps.
Bond Market Summary
Rally due in Q1 2002, but we think Bull Market in Bonds is topping out.
Bond Market Summary
Rally due in Q1 2002, but we think Bull Market in Bonds is topping out.
Bond Market Summary
Bond Market weakness is adjustment to end of Fed easing cycle.
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