Chart: Corporate Profits Are Stagnating

Chart: Corporate Profits Are Stagnating

Business investment has slowed due to uncertainty over tariffs and supply chains.

Weak Bond Action Is a Headscratcher

Weak Bond Action Is a Headscratcher

There doesn't seem to be any particularly fundamental reason for bonds to weaken to such a degree.

Economist Perspective: Equities vs the Economy

Economist Perspective: Equities vs the Economy

Equity markets have been focusing on shifts in sentiment related to the ebbs and flows of the trade war.

The Federal Reserve Is Out of Options

The Federal Reserve Is Out of Options

With changing demographics and more price transparency, the Fed has less impact on the inflation rate than in past eras.

Are We Approaching a Minsky Moment?

Are We Approaching a Minsky Moment?

A Minsky moment is when excessive speculation leads to excessive demand for credit and excessive leverage.

Your Need to Know - Goodbye Summer Driving Season

Your Need to Know - Goodbye Summer Driving Season

As the summer driving season comes to a close, energy markets are absorbing the latest EIA data.

Not Long Bonds Yet? Here's Why There's Still a Good Opportunity

Not Long Bonds Yet? Here's Why There's Still a Good Opportunity

I'm playing for the move down to 1% or 0.50% and earning yield while I wait.

How Low Can Treasury Yields Fall in the U.S.?

How Low Can Treasury Yields Fall in the U.S.?

Let's look at a number of charts to get some perspective on this investment arena.

U.S. Mortgage-Refinancing Boom Wanes Even as 30-Year Rate Slides to 3-Year Low

U.S. Mortgage-Refinancing Boom Wanes Even as 30-Year Rate Slides to 3-Year Low

Swings in global interest rates, partly a result of the U.S. trade tensions in China, appear to be holding back some would-be borrowers, a new report from the Mortgage Bankers Association says.

6 Reasons Why You Shouldn't Buy Treasuries Now

6 Reasons Why You Shouldn't Buy Treasuries Now

Bonds got ahead of themselves and there were number of factors at work.