Tag: Bonds

Between a Rock and a Hard Place

This is where Trump finds himself today. To send in the troops or not. Let’s back up a bit first to see why this is such a conundrum. The first thing that I note is the fact that the most pervasive rioting and lawlessness is overwhelmingly in the states “governed”

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Financial Markets
Chris MacIntosh

What Would You Have Done?

Let’s analyse the formation of the bond bull market which began in 1982. We’ll use the US 10-year as proxy. Here it is in all its glory: The 60’s and 70’s saw bond yields run from a low around 4% to over 10% at the tail end of the 70’s.

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Bonds and Gold
World Out Of Whack
Chris MacIntosh

World Out Of Whack: When Bonds Trade Like THIS Asset?

Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all it’s glorious insanity.

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Roller Coaster
Financial Markets
Chris MacIntosh

You Cannot Go Unprepared into This

A recent conversation I had with an exasperated parent of a teenager showed me how horribly things can turn out if parents have no discipline when raising kids. If parents have been spoiling poor little “Johnny Snotbrat” for most of his life and let him get away with murder at some point

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The World’s Most Crowded Trade

With over $900 billion invested into bond funds by mom-and-pop investors since the global financial crisis, the great law of unintended consequence is gearing up to rear its ugly head. Once again, money will be taken from those least able to afford it. Take a look at the graph below,

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Japan – A Budget to be Proud Of!

We interrupt this broadcast to bring you some terrific news – Direct to you from the BOJ… “Beloved citizens, “On the 24th of December, 2011 the Japanese Cabinet approved a draft budget for the 2012 fiscal year. The numbers reveal that we, Japan, have proved once and for all that

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