TBT: Inverse Bond Exposure Is The Key Hedge To My Trump Portfolio
We are bullish on equities but see short-term opportunity in inverse bond exposure due to inflationary pressures from Trump's ...
Why Long-Term Interest Rates Are Still Climbing—And What That Means For Your Portfolio
Via arbitrage, the yield on a long-term bond should equate to investors’ expectations of the average federal-funds rate over ...
San Francisco Fed10h
Does Monetary Policy Tightening Reduce Inflation?
Recent research has identified periods when the Federal Reserve intentionally acted to slow inflation when it exceeded ...
Op-ed: I worked on federal commission to end the fentanyl crisis. Tariffs aren't the way to do it
Trump tariffs against Mexico and Canada are legally questionable, economically risky, geopolitically shortsighted, and no way ...
Tariffs Could Cause Treasury Yield Curve to Flatten
The Treasury yield curve could flatten in the wake of Trump’s weekend tariff announcements, ING said.
Liberty Energy: Weak Frac Demand Offset By Shrinking Fleet Supply
In the near term, Liberty Energy's limited free cash flow is a concern. Read more to see why I rate LBRT stock as a hold.
There’s still a real threat that inflation makes a comeback
The recent shift in monetary policy and the Trump administration’s economic agenda have raised concerns about inflationary ...
Opinion
A pragmatic, pro-middle class budget that will boost consumption and drive demand
Overall, it is a pragmatic budget that will give more money to the middle class to drive consumption. The reform agenda is ambitious, but it should be taken to its logical conclusion to drive ...
U.S. Money Supply Recently Did Something Last Seen During the Great Depression -- and It's Historically a Precursor to a Big Move in Stocks
Based on what 155 years of historic precedent tells us about notable declines in M2 and the performance of the U.S. economy ...
General Dynamics Has a Differentiated Portfolio of Defense Contracting Capabilities
Before the Covid-19 pandemic, General Dynamics maintained one of the best balance sheets among the large public defense contractors. General Dynamics issued some debt in 2020 due to pandemic-related ...
AGNC Investment Corp. (AGNC) Q4 2024 Earnings Call Transcript
Operator Good morning, and welcome to the AGNC Investment Corp. fourth quarter 2024 shareholder call. [Operator instructions] Please note today's event is being recorded. I would now like to turn the ...