Tags: bonds
David Rosenberg: A Bond Bull Turns Bearish
May 13th, 2013
in contributors, syndication
by John Mauldin, Thoughts from the Frontlinep> How do we get to full employment and improved national education from the launching point of David Rosenberg's very recent call (at the conference and elsewhere) that we will soon see inflation and the… more »
Which Will Win: The Economy or the Market?
April 29th, 2013
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by Lance Roberts, Streetalk Live In any contest there can only be one victor. For investors – that contest is between the markets and the economy. Only one can be ultimately be right. Historically, the stock market has led the economy by reflecting inv… more »
Time to Scale Back Bond Purchases?
April 17th, 2013
in contributors, syndication
Written by George Leong, Profit Confidentialp> The equities market continues to edge higher, with no apparent evidence of a pending letdown by investors despite the multiyear topping action in the S&P 500. Once again, I say the rise and support o… more »
Why You Should Own Bonds
February 19th, 2013
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Recently my friend Cullen Roche posed an interesting question: "Why invest in bonds? Given that equities have historically outperformed bonds, I wonder why anyone in their 20's or 30's would hold any bonds whatsoever? Or am I missing something?"… more »
Primary Dealers Are Buying Corporates, A Bullish Sign For Stocks
November 28th, 2012
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Primary Dealers’ corporate bond holdings have been in a secular downtrend since 2007, but there have been periods of weak cyclical rebounds. These occurred in early 2009, in the second half of 2010, and lately over the past 2 months, with a false star… more »
