A lifetime ago now — actually, it was only back in January of this year — the 30-year Gilts traded at 80bps. A few weeks ago that hit 5% and now trades at 4%. And if you’re a visual learner, here’s the bond chart for you: As we commented in

  WHAT IF… It’s been a while since we touched on the bond market here, but our buddy Kuppy just penned a thought-provoking piece on the topic. A short teaser: Imagine what would happen if 30-year treasuries collapsed and yielded 10%, offering a real yield of almost 2%, or potentially enough to compensate

If the last couple of years we had a retail mania on the upside, we now appear to have a mania on the downside. Here’s Bloomberg on the state of the markets these days: It’s quite a change in tactics for retail traders. Enticed by the sharp equity rally and

  THE GREAT COMMODITIES BULL MARKET: GOOD THINGS TAKE TIME The latest report from Marathon Resource Advisors on the state of the commodities market is well written and really easy to understand, and we highly recommend you read it. To whet your appetite, we’ll highlight three charts from the report. You might