Changing Tact and Swimming Naked
As I’ve written about recently, I’ve allocated almost all of my clients’ [...]
What Have the Bond Markets Been Up To?
First of all, I hope this finds you well. We [...]
Bonds, Part 2: Corporate Debt Fundamentals Worsening
A couple days ago I emailed a commentary about how [...]
How I’m Managing Bond Investments At This Stage in the Cycle
As discussed at length, I have significant concerns about U.S. [...]
