Wealth Creation Through Natural Resources
A couple of weeks ago I made a blog post on Treasury yields which was published on 321gold. The main premise of this post was that sentiment for rising bond yields (and in turn lower bond prices) was at an … Continued
I learned long ago to not be committed to a macro view as a market participant. Perhaps the most valuable thing to “understand” as an investor is to fully appreciate that there is a lot that “i don’t know that … Continued
Treasury yields are bumping up against major resistance this morning. The 10-year note yield, in particular, is threatening a breakout above multi-year resistance in the 2.30%-2.40% yield range: There are a few reasons why this recent surge in yields … Continued
As John Maynard Keynes famously stated “When the facts change, I change my mind. What do you do, Sir?”. I am very close to changing my mind on the direction of long-term interest rates. The chart of the 10-year US Treasury … Continued