‘Yields’ Archive

Is the six month rally in bonds over?

  CLICK ON CHART TO ENLARGE Its been a good year for bonds in just six months! Popular bond ETF TLT was up as much as 12% at the start of this month. Most investors would be happy to make 12% in a year owning government bonds. Is the six month rally in bonds over? [...]

New twist on “Sell in May and Go Away!” Sell what in May???

  CLICK ON CHART TO ENLARGE Tis the season to hear…”Sell in May and Go away!” This mantra comes from below average performance of stocks during the May to October time frame, compared to stronger stock performance from October to May.  Could we apply this idea to Yields?  Is it possible to “Sell Yields in [...]

Tell Me Again About Rising Interest Rates…

  CLICK ON CHART TO ENLARGE The no-brainer, can’t-miss trade of 2014 was supposed to be betting on higher interest rates. So how’s that working out for you? Apparently, not so good for Wall Street’s largest bond dealers that have seen their bearish trades against Treasury bonds go awry as interest rates fall. (See Bloomberg Bond)  [...]