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The real investment benefit of bonds, in more usual times, is to take advantage of the 8th wonder of the world according to Bernard Baruch, compound interest. Searching for Real Yield

Following the kind of stock market blow-out that we are anticipating there will be plenty of high yi...

The real investment benefit of bonds, in more usual times, is to take advantage of the 8th wonder of the world according to Bernard Baruch, compound interest. Searching for Real Yield

Following the kind of stock market blow-out that we are anticipating there will be plenty of high yi...

Are we now in a world where inflationary pressures affect Treasury Bonds but not Corporate Bonds? Beating the Drums of Inflation

It seems like the inflationistas are predicting inflation rather than showing data to support it’s e...

Over leveraged borrowers and corporates already showing signs of distress Treasuries Blow Out: We don’t agree

Yields on long dated Treasuries have climbed over the last few sessions. The markets are nervous all...

Everyone is so fixated on yield,  they have forgotten about the preservation of capital and the reward required to compensate for such risk Debt is like NYC Tap Water: Cheap and Plentiful

Nothing in New York is cheap, probably with the exception of tap water. Debt – and more specificall...

The question is – will it work this time? The (almost) $10 Trillion Question ?

The Fed knows that the economy is so over-leveraged, unproductive and bloated with trillions of doll...

The Black Swan that breaks the camel's back The Black Swan that Breaks the Camel’s Back

We at MacroTOMI believe that the enormity of the current situation is so gigantic, that the current...

Outstanding US corporate debt instrument issuance is around the $10T mark. Don't underestimate the Fed's playbook.

By giving the allusion of a backstop, the Fed has enabled corporates to gorge on new debt issuance i...