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Tag: Bonds

Understanding the Reverse Side of the Flight to Quality

QUESTION: I’m having trouble reconciling your call between the next downturn (due to start in 2015.75 and your call on the Dow potentially doubling or more. ...

Beware of Government Bonds

COMMENT: Dear Martin, Thank you for all you do, you are really great! Looking for the exact day of default for Greece in Wikipedia I stepped into a monumental...

Updating the Markets – The Key is the Corruption That Will Make the Turn

Political corruption is now in the open, but politicians don’t seem bothered, figuring it will all blow over in a week or two. This corruption trend in...

Fractional Banking v Bond Market

COMMENT: Marty, I found your take on matching lenders and borrowers precisely on point. Whilst it sounds innovative, that is precisely what blew up with the...

End of Bonds Rise in Rates – A New Type of Inflation

QUESTION: Dear Martin, First I would like to congratulate you on your excellent analysis and market views. I am a bond portfolio manager for 25 years and I can only...