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Bonds Analysis & Opinion

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David Kotok
Municipal Credit In The New Year
By David Kotok - Jan 09, 2014

As we enter 2014, we are faced with mixed developments affecting municipal bond issuers. Our firm-wide thesis is that the present slow, uneven recovery will continue, creating both challenges and ...

Chris Kimble
Interest-Sensitive Assets Face Trouble
By Chris Kimble - Jan 08, 2014

Last May, I suggested that interest rates were about to blast off.Since then, the yield on the 10-year note is up 80%! Below is the performance of interest sensitive assets and the S&P 500 since that ...

Gregory W. Harmon
Municipals Are Interesting For A Trade
By Gregory W. Harmon - Jan 08, 2014

The last time we looked at the Municipal bond market was back in June, and it played well for a bounce off the lows. But since then it has moved sideways in a tightening consolidation. The last 2 ...

Gregory W. Harmon
Why Shorter Rates May Drop
By Gregory W. Harmon - Jan 08, 2014

There was a major flow from Bonds into Stocks in 2013, and only 1 person (Bill Gross) expects that may reverse. But shorter rates, those on 5 and 10 year Treasuries, look ready for a reprieve, at ...

Chris Kimble
Will Bonds Rally?
By Chris Kimble - Jan 02, 2014

  Is it hard to go against the crowd or trend? Even after 34-years of being in the business, I still get a few butterflies in my stomach when the Power of the Pattern and sentiment line up suggesting ...

Patrick MontesDeOca
What's Ahead For The 10-Year Note?
By Patrick MontesDeOca - Dec 30, 2013 1

I have written extensively about gold, silver, interest rates, bonds and inflation in the recent past. I always find people respond in a manner that exposes their personal vulnerabilities or ...

Jason Sen
Bund: Broke 139.70/65 Support
By Jason Sen - Dec 30, 2013

Bund broke 139.70/65 support, tumbled further than expected towards the October low of 138.79. We bottomed just above at 138.83 so watch to 138.83/76 area closely. We are very oversold short term so a...

David Merkel
Why Buy Convertible Bonds?
By David Merkel - Dec 29, 2013

I sometimes answer questions for those at Klout.com that ask basic investing questions. Usually I point to old articles of mine, but this time someone asked a question that I have not answered before,...

Mingze Wu
U.S. 10 Year: Testing 3% Again
By Mingze Wu - Dec 27, 2013

The 10-year Treasury Note briefly touched 3% yesterday but closed back below the line in the sand by the end of the trading session. Was hitting 3% a big surprise? Not really as bond prices have been ...

Tim Knight
Bonds Continue To Slide
By Tim Knight - Dec 26, 2013

As I’ve said ad nauseum, interest rates accelerating higher could be the defining theme of 2014. Since bottoming in July 2012, the ten-year T-note rate has more than doubled. Freakishly, real estate ...

Peter Brandt
The Bobl: Major Pattern Forming
By Peter Brandt - Dec 26, 2013

I am a chartist. I do not attempt to understand macro economics. The charts provide possibilities and probabilities, not predictions of certainties. The German Bobl (5-Yr Bond) is forming a H&S top on...