Bonds Archive

Blue Chips Issue Debt At Record Low Rates, Stockpile The Cash

October 4, 2010  ·  Category: Bonds, Stocks
As many households and small businesses are being turned away by bank loan officers, large corporations are borrowing vast sums of money for next to nothing — simply because they can. Companies like Microsoft are raising billions ...
Posted by Greg Feirman  ·  No Comments »

NY Times: Falling Rates Aid Debtors, Hamper Savers

September 9, 2010  ·  Category: Bonds, Income Investing, Interest Rates
It's the whole point of low rates, to entice borrowing and discourage saving, but it means a massive wealth transfer from savers to borrowers. - Greg McBride, Senior Financial Analyst, Bankrate.com All our clients are struggling with ...
Posted by Greg Feirman  ·  No Comments »

NYT: State Debt Woes Grow Too Big to Camouflage

March 30, 2010  ·  Category: Bonds, California, Government, Macro Economics
California, New York and other states are showing many of the same signs of debt overload that recently took Greece to the brink — budgets that will not balance, accounting that masks debt, the use ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Out Here In California

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
Posted by Greg Feirman  ·  No Comments »

No Fear In The Bond Market

July 23, 2009  ·  Category: Bonds, Market Commentary, Sentiment Analysis
Posted by Greg Feirman  ·  No Comments »

All Eyes On The Treasury Auctions

May 28, 2009  ·  Category: Bonds, Government, Macro Economics, Market Commentary
An auction of 5 year treasury notes on Tuesday and one of 7 year notes today appear to be driving the market.  Everybody is focused on the federal deficit, China's appetite for our debt and ...
Posted by Greg Feirman  ·  No Comments »

Treasury Sell Off Causes Stock Market Selloff

May 27, 2009  ·  Category: Bonds, Market Commentary
For some reason at about 1pm EST long term treasuries started selling off causing interest rates to surge and dragging the stock market down with it. I missed my man Rick Santelli explaining why at the close ...
Posted by Greg Feirman  ·  No Comments »

The End of the Treasury Bubble?

January 29, 2009  ·  Category: Bonds, Interest Rates
At the beginning of the month Barron's ran a cover story calling a bubble in treasuries: "Get Out Now" (subscription required - e-mail me if you want a link). A month earlier, the fabulous Jim Grant wrote ...
Posted by Greg Feirman  ·  No Comments »

Average Yield On Junk Bonds Exceeds 20%

November 20, 2008  ·  Category: Bonds, Macro Economics, Market Commentary, Sentiment Analysis
This is really off the charts in terms of anything we have ever seen. - Martin Fridson, CEO, Fridson Investment Advisor, a non-investment grade debt specialist Junk bonds on average now yield more than 20% for the ...
Posted by Greg Feirman  ·  No Comments »

Long Term Interest Rates Are Rising

February 28, 2008  ·  Category: Bonds, Inflation
While everybody has been focused on the stock market holding the lows from Jan 22-23, less noticed has been the fact that long term treasuries are holding their highs from the same period (30 Year ...
Posted by Greg Feirman  ·  No Comments »