Growth Will Slow More. Breadth Worst Since Lehman. It’s About To Go From Bad To Worse. Buckle Up.


Bond Expert Predicts Even Lower Asset Prices Ahead | Alfonso Peccatiello, aka MacroAlf

They say the smart money is in the bond market. But that hasn’t kept it from having one of its worst starts to the year ever, as yields have risen substantially since January, bringing price down hard. When the bond market speaks loudly like this, the wise investor listens. As we look at the environment now, what is the bond market telling us is likely to happen next? To find out, we welcome back macro analyst & former portfolio manager Alfonso Peccatiello to the program.

We are primarily funded by readers. Please subscribe and donate to support us!

Mergers, Acquisitions, and Market Manias: The Fed Has Made Things Worse

It is a well-documented fact: merger and acquisition waves tend to coincide with stock market peaks and their immediate subsequent downturns. solis-mullen_picture1.png The latter phenomenon is fairly easy to understand.


Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.