Monthly Archives: March 2014

King Digital IPO: Candy Crush Maker Stock Goes Splat – Barrons.com – Mozilla Firefox

Meanwhile, the 30-year bond yield is down, to 3.584% from 3.624%. That suggests bond buyers think the impact of higher Fed-engineered short-term rates will be lower long-term rates, which would be consistent with modest growth and continued low inflation.

via King Digital IPO: Candy Crush Maker Stock Goes Splat – Barrons.com – Mozilla Firefox.

 

Advertisements

BlackRock: As Fed Distorts Short-Term Rates, Better Value In Long Bonds – Income Investing – Barrons.com – Mozilla Firefox

BlackRock: As Fed Distorts Short-Term Rates, Better Value In Long Bonds – Income Investing – Barrons.com – Mozilla Firefox.

Hear, hear. 10s-30s have flattened to 88 bps. Retarded, if you believe in growth (and Yellen believes it too, for her to taper). Fair value is prob north of 100 bps. Long bonds have value now.

 

Fed clarifies guidance on short-term rates – Yahoo Finance – Mozilla Firefox

Fed clarifies guidance on short-term rates – Yahoo Finance – Mozilla Firefox.

Of course they won’t mention a number. They need inflation to go up. That is the mouse that will eat up the cheese (debt).

 

A Quiet Trend That May Be Boosting Stocks – Barrons.com – Mozilla Firefox

A Quiet Trend That May Be Boosting Stocks – Barrons.com – Mozilla Firefox.

 

Junk Bonds ‘Looking Rich’; Beware Interest-Rate Risk – BofA – Income Investing – Barrons.com – Mozilla Firefox

Junk Bonds ‘Looking Rich’; Beware Interest-Rate Risk – BofA – Income Investing – Barrons.com – Mozilla Firefox.