Reasons to Remain Bullish as the Bond Vigilantes Circle

Reasons to Remain Bullish as the Bond Vigilan...

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Getting Private in Our Portfolios

Tech stocks are in shock as investors fret about rising credit default swap prices on neocloud companies like CoreWeave and Oracle and the future strength of capex spending. With the VIX finally waking up, the four-year old bull market is facing its toughest test in years just in ...  Show more

SHAKING THE LEAVES OFF THE MONEY TREE

It’s the most critical week of the year as investors face a wave of earnings reports and the latest inflation reading with bond yields and oil prices pushing higher. Risk Reversal’s Dan Nathan drops in with what to watch and listen for as the stock market inches higher on weak br ...  Show more

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Michael Zezas: An Optimistic Look at Bonds
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As investors continue to discuss the uncertainty surrounding the U.S. Treasury market, there may be some good news for bond holders as the year progresses.


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Welcome to Thoughts on the Market. I'm Michael Zezas, Head of Publ ...

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9-8-2022 – Should Bonds Still Play a Role in Your Portfolio?
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