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Tag Archives: bond bubble
Bubbleicious: Don’t Get Too Comfortable In This “New Era” of Negative Bond Yields
Bottom Line: Bond yields may stay absurdly low for quite a while longer, but eventually sanity will prevail and bond bulls will get killed. Don’t let Europe’s negative yields, and their spillover into the U.S., cloud your thinking about the … Continue reading
Posted in Uncategorized
Tagged bond bubble, bond yields, European Central Bank, interest rates, manias, quantitative easing, S&L crisis
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How Overvalued Are High Yield Stocks? We Deploy the PETTR Principal
Today’s 30-point sell-off in the S&P 500 is consistent with my warning a few weeks ago that the Fed was “behind the curve.” It made no sense, I argued, for Chair Yellen to still be pursuing an emergency monetary policy, … Continue reading
How to Play the Coming Bust in the Yellen Bond Bubble
It’s starting to get a little weird. Here we are, more than five years into an economic recovery, with an improving employment picture, strong stock market, OK housing market, strong auto demand . . . and the Fed is still … Continue reading
Posted in Uncategorized
Tagged bond bubble, Federal Reserve, housing bubble, Janet Yellen, macroprudential policy, manias, tech bubble
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