Monthly Archives: September 2022

Showing articles 31 - 32 (32 total)

02Sep9:58 amEST

The Market Moves to Its Own Tune

Jazz is like wine. When it is new, it is only for the experts, but when it gets older, everybody wants it.  -Steve Lacy After a jobs report which was essentially inline with expectations, markets took the opportunity to follow-through a bit higher on yesterday afternoon's comeback rally. That said, we are well off the morning highs already...

01Sep9:24 amEST

Yes, the Bond Market Can Crash

    This is worth a re-post, especially in light of the summer rally in both stocks and Treasuries.   I am re-posting this not to "pile on" to the recent weakness in TLT (as rates go back up) but rather to reinforce my view that a bond market crash/swoon/substantial move lower from here as rates go higher is absolutely on the table if rates...

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