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The Bond Expectations Bubble

“By any measure, real long-term interest rates are much too low and therefore unsustainable. When they move higher they are likely to move reasonably fast. We are experiencing a bubble, not in stock prices but in bond prices. This is not discounted in the marketplace. The real problem is that when the bond-market bubble collapses, […]

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Everything is Awesome!

The Dow has not had an intraday move greater than 1% in the past 51 trading days. That’s a new record. What was the prior record? A 50 trading-day run that ended in February of this year. In 2008, there was only a single trading day with an intraday range less than 1% (December 24, […]

The Nasdaq 100 ETF is in the midst of its longest uptrend in history: 138 consecutive trading days above its 50-day moving average. On CBNC today (click here to view) I discussed a number of factors that are signaling a potential end to this historic run (click here for my recent post on gray skies). […]

Link to slides: Pension Partners – Markets Call – June 2017 This webinar is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Pension Partners, LLC in any jurisdiction in […]

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  Link to Slides: Pension Partners – Manager Call – May 2017 This webinar is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Pension Partners, LLC in any jurisdiction […]

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