Tag Archives: FOMC

The BIG Bernanke: Bond risk for the duration!

The infatuation of investors, retail and institutional alike with bonds has become ridiculous – more lust than love. The perception that there remains less risk in fixed income cannot be further from reality – especially because of the post-crisis distortions … Continue reading

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Oil stocks cheap enough yet?

From Bloomberg (June 22nd): “Crude for August delivery on the New York Mercantile Exchange fell as much as 93 cents to $93.24 a barrel in electronic trading and was at $93.65 at 1:35 p.m. London time. The contract yesterday climbed … Continue reading

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