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TFMkts: The You Can Lead a Horse to Water Edition
You Can Lead a Horse to Water, But You Can’t Make it Drink I am not sure what the Turkish translation is other than you can hike rates massively and not ensure that anyone wants to buy your currency....
View ArticleTFMkts Fixed Income ETF Model Portfolios for October 28, 2013 – Pre-FOMC...
Signs that the “froth” is returning We are seeing some signs that “froth” is returning to the market. It isn’t alarming, but it is concerning. HYS owns 14% of its risk by selling HY20 CDS indices. Not...
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TFMkts Fixed Income ETF Model Portfolios for September 25, 2013
What Computers Have Done Let No Man Tear Asunder As more people are talking about the “2 millisecond” lead some Chicago traders apparently had, it is worth looking at the bigger picture. Markets gapped...
View ArticleTFMA: Closed End Fund Feedback & Follow Up
Closed End Fund Clarification The response to the piece we did on close end funds has been overwhelming. Many followed up immediately with questions, which considering that it was a Friday in the...
View ArticleThe T-Report: Detroit Really Doesn’t Matter
Is Detroit the Start of Some Wave of Municipal Bond Defaults? Detroit filed for bankruptcy. Except for a few minutes around a super bowl commercial where Detroit was made to seem powerful and awesome,...
View ArticleTFMkts Fixed Income Update
To Continue Reading Please Sign In Adding 10% to each portfolio in high yield as of 10:15am. Looking at MUB, EMB, and more HY. TLT and LQD a little further off radar screen. ;close;
View ArticleTFMkts Fixed Income Update: Ahead of the Fed
We will be To Continue Reading Please Sign In IMPORTANT DISCLOSURES This writing discusses general market activity, industry or sector trends or other broad-based economic, market or political...
View ArticleTFMkts Fixed Income ETF Overview & Outlook: What Higher Yields Really Mean...
What Do Rising Bond Yields Really Mean? There is this belief in the “Great Rotation”. That somehow bond investors are going to sell bonds and flock to the safety of stocks. I am not sure that I have...
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