by Samantha LaDuc | Aug 13, 2020
You want to know when I think Yields really get moving higher? After Bonds reverse of course… Inflation absolutely looks poised for higher, in time, which would support my yield pop thesis as well: Same TIP:TLT ratio from a slightly different perspective, but still bullish next few months, especially as Fed likely does not step […]
by Samantha LaDuc | Dec 1, 2016
Higher Rates Can Be Bullish Interest rates follow very long term cycles. Above highlights a 35 year (1946-1981) bond market, but unlike our most recent 35 year (1981-2016) bond market, they were in a rising rate environment (for more than a blip on a chart). From a...
by Samantha LaDuc | Nov 28, 2016
S&P Bulls and Bond Bears Pin Hopes to 1946 Interest rates follow very long term cycles. Above highlights a 35 year (1946-1981) bond market–but unlike our most recent 35 year (1981-2016) bond market, they were in a rising rate environment (for more than a...
![Election Results? #BTD or #NotDoneYet]()
by Samantha LaDuc | Nov 6, 2016
An election–whether waiting on the results or dealing with the aftermath–can make anyone feel afloat in a paper boat on choppy water, small umbrella to protect from the swelling wave. A lot is at stake–both for our nation and for our market. I would...
