Bonds Analysis & Opinion

This week, Durig Capital looks for a third time at an oil and gas producer serving one of the biggest energy markets in the nation. California Resources Corp (NYSE:CRC) was reviewed in both June 2016...

This week Durig Capital reviews a supplements company who is combining the best of traditional and online retailing. The Vitamin Shoppe (NYSE:VSI) has combined the convenience of online retail with...

Trading successfully over an extended period of time is not easy. Period. It takes investment capital that can be risked, a money management plan, a method for deciding when to enter a trade, criteria...

Italy’s political crisis triggered a risk-off event yesterday that sharply cut US Treasury yields. The 2-year rate fell to 2.32%, the lowest in more than a month as the benchmark 10-year yield...

Through the cycle a lot of factors push and pull bond yields around, but as I was doing some research on governance rankings across countries I found an interesting yet intuitive correlation. Based on...

This chart looks at the yield on the 10-year note over the past 9 years. A double bottom looks to have taken place as it hit identical lows in 2012 and 2016. Yields have rallied since the lows in 2016...

One of the financial world’s most dangerous expressions is “this time is different”, because the expression is often used during investment bubbles as part of a rationalization for...

This week, I took a long hard look at the survey results and a series of other charts, because they all seemed to be challenging my medium term views and biases. Not only that, they seemed to be...

Well, I’ll shut up about the oil gap and turn my attention to something even more important: bonds. Treasury bonds have been roaring higher all week and that’s not great for me because my...

After talking about it for several weeks, the European Commission on Thursday unveiled a proposal for a new asset-backed security. The backing would be sovereign bonds weighted by the size of the...

The 10-year Treasury yield has been the topic of conversation lately among fixed-income investors. Earlier this month, the T-note closed above 3 percent for the first time since July 2011, prompting...

The 10-year Treasury yield has been the topic of conversation lately among fixed-income investors. Earlier this month, the T-note closed above 3 percent for the first time since July 2011, prompting...

10-year bond yields are hammering on the 3.10% level, which was the pivot high from 2013 and is current resistance. However, if the 10-year yield breaks over 3.10%, there is no resistance until 3.50%,...

Investors are having a fit. For the first two months after the early March Italian elections, investors could hardly care less. Italy's premium over Germany to borrow money for a decade fell to a...