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https://twitter.com/jessefelder/status/685176222540677120 Across the entire landscape right now, I believe Meb Faber has done more than…

The chart above tracks the broad stock market against the spread of lowest-rated investment-grade corporate…

...wonder no more. Let former Dallas Fed head Richard Fisher make it plain. He told…

Here are a few of the most popular TFR blog posts from the past year:…

There is an ongoing debate about the current state of the junk bond market and…

The Fed released its latest Z.1 report today and, though it's not the timeliest of…

Once again, it's becoming popular for the media to bash Warren Buffett's lackluster performance. https://twitter.com/jessefelder/status/671703137867055104…

Margin debt made a comeback in October. With stocks rising 10% or so during the…

I've written a fair amount about bond market risk appetites over the past year or…