Blog Posts

The following is an excerpt from a Market Comment recently featured on TFR Premium. I think…

The long-term chart of the 30-year treasury yield may now be the most important chart…

About five months ago, after the stock market started to correct last fall, I suggested…

“The only thing to do when a person is wrong is to be right, by…

"Whenever you find yourself on the side of the majority, it is time to reform…

Eleven years ago, shortly after the onset of QE 2, Ben Bernanke gave us his…

There's an important disconnect between stocks and bonds today. Specially, I am looking at two…

Despite the strong two-day rally to finish the month, January was the worst start to…