CNBC and Fox Business This Week

I am going to be on CNBC’s Squawk on the Street on June 24 at 10am and Fox Business’ Markets Now on June 25 at 1pm.

Going out on a limb that the bond market just bottomed and is about to begin a meaningful rally. Bond proxies and like stock sectors to follow. Telecom, utilities, etc.

Volatility should be here for a while but that’s no reason to go hide in a bunker!

If you would like to be notified by email when a new post is made here, please sign up HERE

Bears Still Fleeing Bonds et al

It’s been a relentless assault on the bond market and other interest rate sensitive instruments of late. Treasury bonds, mortgage backed securities, high quality corporate bonds, junk bonds, utilities, REITs have seen intense selling pressure that has only paused for a day here and there since late April. Telecom, REITs and high yield bond mutual funds all hit our sell triggers last month and it certainly feels like consumer staples mutual funds and a few more bond ETFs aren’t too far behind.

I do NOT believe the bull market in stocks is over, but leadership has and is changing.

If you would like to be notified by email when a new post is made here, please sign up HERE