Tag Archive for Treasuries

In spite of being a horrible standalone investment, treasuries remain an effective portfolio hedge – Sober Look

This is a syndicated repost courtesy of Sober Look. To view original, click here. Reposted with permission. With all the talk of the so-called Great Rotation, evidence points to investors still pumping billions into fixed income. And in spite of a fairly broad conviction that rates will be rising in the near future, investment portfolios…

Headwinds are Building and Bullets are Flying For Treasuries

This report presents and discusses a dozen key bullet points for the Treasury market, and indirectly, stocks. Here are the first 5.  Suddenly Treasury supply higher than TBAC forecast supply and there are signs that will continue.  Indirect bids falling sharply on 4 week bills and long term paper.  Foreign and international account purchases at…

Regardless of Which Way Bernanke Panics Next, The Ending Won’t Be Happy

Once again the mainstream media boohooed over a false and misleading seasonally falsified industrial production number, bemoaning that the SA number was down 0.4% month to month in May. They are playing into the Wall Street mob’s desire for manna from Ben next week. It’s totally bogus, supported only by false and misleading SA data, not the real activity.