Tom Graff

Recent Articles By The Author

Are Interest Rates No Longer a Problem?

Are Interest Rates No Longer a Problem?

I have a few takes on this along with some updated thoughts on how I'm positioning portfolios.

How to Interpret and Play Wednesday's Fed Announcement

How to Interpret and Play Wednesday's Fed Announcement

A June rate hike is now almost certain.

A Big Week for the Bond Market

A Big Week for the Bond Market

The CPI and bonds, and what it means going forward.

Jobs Report, the Fed: An Aggressive Way to Play It Is With Mortgage REITs

Jobs Report, the Fed: An Aggressive Way to Play It Is With Mortgage REITs

Right now the bias is to sell bonds that get tight rather than ride out the yield.

What the Spike in Treasury Bonds Supply Means for Interest Rates and Inflation

What the Spike in Treasury Bonds Supply Means for Interest Rates and Inflation

The huge $179 billion issuance this week is only the beginning.

The Fed Minutes, Inflation, Rate Hikes and What the Market's Reaction Tells Us

The Fed Minutes, Inflation, Rate Hikes and What the Market's Reaction Tells Us

Stock investors should be paying more attention to Fed policy, less to the 10-year yield.

Reaction to the Fed Minutes

Reaction to the Fed Minutes

Short-term, I'm not sure much changes, but it shows a Fed that's perhaps more open-minded.

Here's What You Should Be Trading as the Fed 'Ups' Its Game

Here's What You Should Be Trading as the Fed 'Ups' Its Game

The recent trend of higher rates and lower stock prices cannot persist.

What to Trade as the Fed 'Ups' Its Game

What to Trade as the Fed 'Ups' Its Game

The recent trend of higher rates and lower stock prices cannot persist.

Like Communism, the Issue of Interest Rates Was a Red Herring

Like Communism, the Issue of Interest Rates Was a Red Herring

The fear of interest rate hikes was only the catalyst that blew up the short volatility trade.