Why Bonds Are No Longer a “Safe Haven” by Bill Bonner • May 18, 2015 • 1 Comment We’ve been waiting for a crash of stock prices. And waiting. And waiting. It still hasn’t come. The S&P 500 hit another all-time high. But the real action is in the bond market.
“Buyers beware”: Capital Markets “Completely Backwards” by Wolf Richter • May 18, 2015 • 10 Comments A disturbing scenario for folks fretting about “financial instability,” as it’s called.
Heading into the First Bond Bear Market in a Generation by Contributor • May 16, 2015 • 17 Comments Nobody even knows what it’s like anymore.
Afraid of Losing Trillions, Wall Street Fights Fed Rate Hikes by Wolf Richter • May 14, 2015 • 25 Comments Stocks, bonds, art, housing, VC portfolios of billion-dollar startups… everything’s on the line.
One Wild Week in the Bond Markets, and Look What Happened by Contributor • May 9, 2015 • 3 Comments Everything moved. It’s a totally connected world. In six charts.
How the Liquidity “Delusion” Leads to a Crash by Wolf Richter • May 7, 2015 • 8 Comments Mohamed El-Erian has second thoughts.
Bond Investors Are Making One Big Mistake Right Now by Contributor • May 7, 2015 • 1 Comment My guess is investors will soon regret that decision.
But Don’t Cry for the Bond Market Gamblers by David Stockman • May 6, 2015 • 1 Comment Never before has an agency of a state anywhere in the world pleasured speculators with such stupendous windfalls.
“Smart Money” Prepares to Profit from Bond Market Rout by Wolf Richter • May 6, 2015 • 14 Comments Bonds with long maturities are sitting ducks – and thus ideal.
This Is What’s Happening in Junk Bonds, and It’s Not Pretty by Wolf Richter • Apr 23, 2015 • 3 Comments Junk bonds in “extreme overvaluation,” covenant quality drops to record low, old money getting whacked as new money pours in.
