Category Archives: Bonds

Time to begin slow retreat from bonds

Posted on October 25, 2010 by jmcnamara

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–  Coming tsunami of bond refinancing spells risk ahead 

–  Shorting bonds will be the call of the decade

–  As rates bottom pros are departing US treasury and agency bonds

–  High risk in bond market despite availability of investment alternatives 

Favor high quality stocks over bonds for new money commitments

Posted on October 4, 2010 by jmcnamara

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–  Risk very high in bonds compared to stocks

–  Small investors fear of double dip far exceeds that of forecasters

–  Stock outlook favorable despite economy’s glacial improvement

How severe will second half slowdown be?

Posted on July 1, 2010 by jmcnamara

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–  Global bond markets signaling significant risk for stocks 

–  Key indicators say downturn is on the way 

–  US Treasury bond pricing assuming near depression scenario

2010-4-28: Important market signals

Posted on June 8, 2010 by jmcnamara

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–  Bond plays for a challenging fixed rate environment

–  Oil to go much higher due to rapid depletion

–  If trend is to spend, markets will move much higher

–  Emerging markets should do well over intermediate term

2010-4-10: Outlook and risk for bonds

Posted on June 8, 2010 by jmcnamara

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–  US corporate bonds to continue providing steady returns 

–  As Fed inflates, move to commodities, hard assets and Asian stocks

–  Favor industrials and materials through balance of 2010

2010-3-26: Equities continue strong

Posted on June 7, 2010 by jmcnamara

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–  Are dividend paying stocks now better than bonds?

–  Time to start snacking on related food stocks

–  China’s ultra sophisticated approach to corralling resources

–  Expect a dollar crisis this time next year

2010-3-17: Fed on hold for long term

Posted on June 7, 2010 by jmcnamara

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–  US rates at zero forever

–  Fed won’t tighten until end of  2010

–  Politics to produce low rates through 2010

–  Is the case against China on shaky ground?  

–  Do buybacks signal stock rally is ending?

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