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Bonds

Margins Remain Suspicious

Michael Farr | Posted 08.22.2014 | Business
Michael Farr

So what are the causes for optimism with regard to future earnings power? Well, the most notable are probably the recent sharp decreases in interest rates and gas prices.

Will You Be Able To Retire?

Bradford M. Pine | Posted 08.13.2014 | Money
Bradford M. Pine

Aside from the question of whether your spouse is ready for you to be around all day, making the decision to retire requires an enormous amount of financial preparation. How do you know if you're ready?

Enough Fed! Give Free Markets a Chance!

Michael Farr | Posted 07.25.2014 | Business
Michael Farr

The widespread expansion of credit to car-buyers, especially to sub-prime borrowers, is beginning to cause some industry observers to cry "bubble." Is this economic progress?

First Half in Review: Melt Up!

Chris Wang | Posted 07.08.2014 | Money
Chris Wang

I've been in the business for almost 17 years now and I can't remember a time when virtually all assets classes went up together. Needless to say these are highly unusual times.

More of the Same

Michael Farr | Posted 08.18.2014 | Business
Michael Farr

As expected, the Federal Reserve stuck to its pattern of reducing asset purchases by another $10 billion. The monthly pace is now down to just $35 bi...

5 Strategies to Protect Yourself From Rising Interest Rates

David A. Dedman | Posted 08.12.2014 | Money
David A. Dedman

These low interest rates we've enjoyed for years will begin rising. I personally believe we still have some time before rates start upward. Since you have a little time left, I'd like to give you a few suggestions.

What's Going on With Interest Rates?

Michael Farr | Posted 07.29.2014 | Business
Michael Farr

An aggressive rally in the Treasury market this morning has resulted in the lowest 10-year Treasury yield since June of last year.  Nearly everyone is looking for an explanation as to why longer-term interest rates continue to fall in the face of reduced Fed support and better economic data.  So what is going on?

Tracking Earnings

Michael Farr | Posted 07.19.2014 | Business
Michael Farr

While the overall quality and composition of earnings in the 1Q may have improved somewhat, index earnings growth remains highly dependent on margin expansion.

Economists Are Wrong

Michael Farr | Posted 07.07.2014 | Business
Michael Farr

To boil things down, there are really only two roads we can follow in an environment of such as this. The economy will either muddle along at a sub-par rate of about 2 percent until balance is restored, or we go down the path of running up debt in an effort to produce higher growth rates in the near term.

A Risk-free Investment With High Expected Returns

Dan Solin | Posted 07.06.2014 | Business
Dan Solin

For much of the past decade, I have been on a mission to persuade you to fundamentally change the way you invest. It's my firmly held view that the ro...

My Bonds Will Do What When Interest Rates Go Up?

David A. Dedman | Posted 07.02.2014 | Money
David A. Dedman

Most investors own bonds in their portfolios. We buy them for safety and to diversify our portfolios. More and more we are starting to hear about rising interest rates.

9 Reasons to Quit Buy-and-Hold Now!

Brian Schreiner | Posted 06.24.2014 | Money
Brian Schreiner

Even a simple trend following strategy, such as buying stocks when they are above their 200-day moving average and going to cash when they are below it may be able to help you preserve your assets during the next bear market.

Market Noise and Fed Messaging

Michael Farr | Posted 06.16.2014 | Business
Michael Farr

So far this year, the mid-cap banks are outperforming their behemoth cousins, and we now may know why. The big question, though, is how detrimental have these new regulations been to the economic recovery?

Sub or Scrub: Why to Keep a Close Eye On Your Subcontractors

Jack Garson | Posted 06.01.2014 | Business
Jack Garson

Even if you start with a good sub, bad stuff can happen. You need protection. This can take a variety of forms, but the most important include the following.

Anatomy of a Market Lie: CNBC Misreads the Fed and Helps Out Short Sellers

Terry Connelly | Posted 05.20.2014 | Business
Terry Connelly

Despite Yellen's evident caution and discomfort in expressing any specific quantitative definition of "considerable period," the stock and bond markets chose to take Yellen ultra-literally about the six months and turned suddenly and violently downward.

Mother Nature Clouds the Outlook

Michael Farr | Posted 04.27.2014 | Business
Michael Farr

How much of the slowing can be blamed on Mother Nature? Nobody knows for sure, of course, but there is enough reason to believe that the brisk pace of growth recorded in the second half of 2013 will not be sustained in 2014.

Tinker, Taper, Forward Guide: The Fed Confronts the 'Coldilocks' Economy

Terry Connelly | Posted 04.13.2014 | Business
Terry Connelly

Once upon a time in a century far, far away, the U.S. economy was perceived by one and all as in a "Goldilocks" state: not too cold, not too hot, just right."

The VIX Also Rises

Michael Farr | Posted 04.05.2014 | Business
Michael Farr

The more people working, earning income and spending, the greater the economic benefits. The masses move the needle, not the 1% at the top.

Bernanke's Colorful Metaphor For The Financial Crisis Is Spot-On

AP | By MARTIN CRUTSINGER | Posted 03.18.2014 | Business

WASHINGTON (AP) — In his final public appearance as chairman of the Federal Reserve, Ben Bernanke took a moment to reflect on the 2008 financial cri...

Goldman Sachs Profit Tanks

AP | By The Associated Press | Posted 03.18.2014 | Business

Goldman Sachs reported Thursday that its fourth-quarter profit dropped 21 percent as revenue from mortgages and trading in bonds and other securities ...

Support at 3.0%?

Michael Farr | Posted 03.12.2014 | Business
Michael Farr

Is there any doubt that the amount of cars or dishwashers or flat-screen TVs (these are the Fed's "durable goods", which are typically bought using credit) would slow if credit were to suddenly become dramatically more expensive? Wouldn't the recent massive expansion in student loans slow as well?

Escape From Government Engineered Financial Repression

Brendan Ross | Posted 11.07.2013 | Business
Brendan Ross

If you're like a majority of average American investors, you earn 1 percent or less in your savings account, mutual funds or bonds, and lose 2-3 percent to inflation. Ever wonder where that 2 percent difference goes?

The Fed Isn't Ready To Stop Feeding The Economy Easy Money

AP | MARTIN CRUTSINGER | Posted 10.30.2013 | Business

WASHINGTON -- WASHINGTON (AP) — The Federal Reserve says the U.S. economy still needs support from the Fed's low interest-rate policies because it i...

Global Markets Are Not Prepared for the German Election

Gemma Godfrey | Posted 11.20.2013 | Business
Gemma Godfrey

Investors are expecting an eventual reduction of support by the Fed, and Merkel winning the election this weekend. However, what stock markets have not priced in is the resurgence of Eurozone troubles into the headlines. So what are the options, why is this important and how will this effect markets?

Fed's Problem: Deflation?

Terry Savage | Posted 11.19.2013 | Business
Terry Savage

The latest report on the Consumer Price Index (CPI) shows inflation edged up only 0.1 percent in August, less than expected. And the year-over-year inflation rate is only 1.15 percent. So is that good news, or bad?