The Bonddad Blog

This seemed to settle down a bit last week, although there is still a great deal of trepidation out there in market land. Let's see wha...

The markets are closed. Now that things have settled down a bit, we will return to Weekend Weimar. This means: -- the markets are closed. ...

I've been very critical of Bernanke over the last few weeks, largely because I viewed his cut in the discount rate as the first move in ...

From the BEA: Real DPI -- DPI adjusted to remove price changes -- increased 0.5 percent in July, compared with an increase of 0.2 percent in...

From Reuters: The credit market is experiencing an unprecedented loss of confidence due to the lack of transparency over where exposures lie...

From the WSJ: Barclays Capital rescued from collapse a structured investment vehicle it helped set up last year, after other so-called ...

From IBD: "Jobless claims drifting up as they have is consistent with a slowdown" in GDP growth in the second half of the year, sa...

Here is the New York new high/new low index and the NASDAQ new high/new low index. Notice these are still trending down. That gives me gre...

The markets traded in two different periods today. First they opened lower on the GDP report. Traders are use to the idea of the Fed cutt...

While I usually look at the SPYs, there are of course other markets. One of the constant refrains I read in investment letters is large tec...

From Bloomberg: The U.S. commercial paper market shrank for a third week, extending the biggest slump in at least seven years, as investors ...

Here is a link to the original report from the BEA. Here is the report from Bloomberg: Surging exports and business spending propelled U.S. ...

From the WSJ: On the short end of the maturity spectrum, demand remained solid as investors continued to turn away from risk and seek safety...

What a difference a day -- and more speculation of a rate cut -- makes. As the Briefing noted: Onward and upward remains the driving mantra ...

From Business Week: Making sense of this mess is daunting. One good place to start: the ways various financial players indulged in layer up...

Two keys to the current market situation are the Yen and short-term Treasury bonds. The yen is a proxy for the carry trade (borrowing in an...

Here is a 1-year chart for the SPYs. I added support lines. We have about 1.2% to 1.9% before we hit the lowest support line on the chart....

What a difference a Fed statement can make..... Ever since the Fed cut the discount rate, I have been talking about an upward sloping channe...

The Fed released the minutes of the August 7 meeting. Because the Fed's perception of the economy is so incredibly important right now...

About a month ago, Google shut my blog down for about a day. They said I had a spam blog. They figured out I didn't have one so I got ...