3 Things That Will Definitely Happen In 2019
Much about 2019 is uncertain. But a few things are pretty much guaranteed, including the following: Government debt will rise at an accelerating rate Like […]
FTT
Putting On My Big Boots
When you see someone putting on his Big Boots, you can be pretty sure that an Adventure is going to happen. – A.A. Milne, Winnie […]
Yield Curve Watch | Seeking Alpha
It looks like the market expectation is that this is the cyclical high point for the Fed Funds Rate. It will be interesting to see […]
Five Important Prices For 2019
For 2019, I suggest watching five different prices and the markets that they reflect. These five prices are U.S. Bond Prices, the price of oil, […]
Q4 2018 Review: Munis Turn It Around
By John R. Mousseau, CFA Muni yields rose in the first six weeks of this quarter – mostly in sympathy with US Treasuries (NYSEARCA:UST). We […]
Federal Reserve Watch: 15 Months Of Reducing The Fed’s Securities Portfolio
Reaching the end of December 2018 means that the Federal Reserve has completed fifteen months of reducing the size of its securities portfolio. The effort, […]
2019 Outlook: It’s Alright, Ma (I’m Only Investing)
“Darkness at the break of noon Shadows even the silver spoon The handmade blade, the child’s balloon Eclipses both the sun and moon To understand […]
Has This Selloff Reached A Bottom Yet?
Everyone wants to know if this selloff has reached a low or bottom yet and what to expect over the next 30-60+ days. Since October, […]
Mester: Fed Returning To Normal Policy Framework
By Jeremy Schwartz, CFA Loretta Mester, president and CEO of the Federal Bank of Cleveland, was a 2018 Federal Open Market Committee (FOMC) voting member […]
Equity Valuations Have Improved Dramatically
With the price plunge which started in early October, the P/E ratio of the S&P 500 (using Bloomberg’s measure, which is based on 12-month trailing […]