I argued in two recent posts, US bonds – the end of a 30-year bull market and Government bonds – what’s up?, that government bond yields have embarked on a primary upward path (of course as long as the economy doesn’t double...
Read MoreThe US should bust up its megabanks and impose strict laws curbing the size and complexity of financial institutions, a top Federal Reserve official told The Huffington Post. In a 45-minute interview, Federal Reserve Bank of...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. Joshua Brown (Christian Science Monitor): Tired of market bears? Here are four bulls who’ve been right so...
Read MoreGermany’s penchant for by-passing the European Union and having bilaterals with Russia and Turkey is worrying the EU, but Stratfor’s George Friedman says Angela Merkel has little choice. Source: Stratfor Global Intelligence (via...
Read MoreSource: Nate Beeler, April 3, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThe US jobless report on Friday sparked a jump in Treasury bond yields, sending the yield on 10-year Notes to 3.95% – the highest level since June last year. The yield on 10-year Treasuries is at long last catching up with the...
Read MoreJames Grant, editor of Grant’s Interest Rate Observer, talks with Bloomberg about U.S. Treasury yields. Grant produced a prospectus for the credit quality of US Treasuries, treating the Treasury as if it is a corporate debt...
Read MoreThis post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. Kathy Kristof (Los Angeles Times): John Bogle – old-fashioned investing advice still applies, March 28,...
Read MoreEl-Erian, Pimco CEO and Co-CIO, discusses with CNBC the jobs report and the impact it will have on the bond market. He also covers the outlook for the economy, making a distinction between cyclical and structural issues. As will...
Read MoreSource: Jeff Danzinger, Slate.com, April 2, 2010.
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