Living On Borrowed Time
NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the…
Some Reasons For Caution
NOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the Client Notes at the same…
Top Gun FP Client Note: The Debate Over What Happens When QE2 Ends
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can sign up at the top…
Top Gun FP Client Note: The Charlie Sheen Market
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can sign up at the top…
Top Gun FP Client Note: Why Simmering Inflation Is Poised To Knock This Market Down
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 hand corner of the website. …
Top Gun FP Client Note: Going With The Flow Into Year End
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 hand corner of the website. …
NY Times: Falling Rates Aid Debtors, Hamper Savers
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 this. It has…
Which Way Interest Rates?
A couple of important stories on interest rates this weekend in The Wall Street Journal and The New York Times. The Wall Street Journal described the different forecasts for the year-end 10 year treaury yield by Morgan Stanley and Goldman Sachs…
Technical Watch: Dow 11,000, 10 Year Treasury 4%
Source: BeSpoke Investment Group
Rising Rates – 10 Year Approaching 4%
One of the important stories last week was the notable rise in interest rates. The cause was weak treasury auctions on Wednesday and Thursday when the Treasury sold $42 billion of 5 year notes and $32 billion of 7 year…