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All posts tagged "bond bubble"

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  David Stockman: Massive Panic Selling When Fed Loses Control of Bubble

  Former Reagan White House budget director and author of The Great Deformation: The Corruption of Capitalism in America David Stockman was interviewed on Fox Business News. Stockman said the Federal Reserve has painted itself into a corner...

  • Posted June 15, 2013
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  Bill Miller: Bond Bubble as Big as Housing, Internet Bubbles

  Consuelo Mack of Wealthtrack had a very interesting, and quite lengthy conversation with Legg Mason’s infamous mutual fund manager, Bill Miller. His Legg Mason Opportunity Trust mutual fund has risen from the ashes of a horrible 2011...

  • Posted February 14, 2013
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  Jeffrey Gundlach Sees 5% Return for U. S. Stocks; 20% for Japanese

  Doubleline Capital co-founder and CEO Jeffrey Gundlach provided his 2013 outlook to CNBC’s Gary Kaminsky yesterday. Gundlach said the fiscal cliff was chapter one of the ongoing fiscal crisis, which will be followed by chapter two; the...

  • Posted January 4, 2013
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  Alan Greenspan: Equity Premium at Highest Level in 50 Years

  Bloomberg’s Tom Keene interviewed former Federal Reserve chairman Alan Greenspan at length yesterday. Greenspan commented on a wide range of topics beginning with a discussion of the political process. Greenspan’s main point was compromise is implicit in a...

  • Posted May 2, 2012
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  Charles Nenner: Bond Kondratiev Cycle Peaks This Fall

  Charles Nenner was recently interviewed by Neil Cavuto regarding his outlook for the economy, stocks, and bonds.  Charles Nenner is chairman and president of the Charles Nenner Research Center, an advisor to hedge funds, banks, investment houses...

  • Posted April 9, 2012
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• The History of 10 Year Treasury Yields

  There has been a lot of talk of a bond bubble throughout this year. Despite these fears, yields have tumbled and bond prices have shot up year-to-date. Barry Ritholtz recently posted a 220 year chart of 10...

  • Posted August 28, 2010
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• The Debate of a "Bond Bubble" Continues

  Doug Kass puts things in perspective by recently tweeting, “Consider the 2.72% yield on the 10 year bond equates to a “PE Multiple” of 36.5x (inverse of yield) vs. S&P PE of 12x $$” Pragmatic Capitalism provides...

  • Posted August 20, 2010
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• TIPS Yields Are Really Low

  Paul Krugman points out that yields on inflation-protected treasuries are extremely low. According to his chart, the real yield on the 5 year version is now negative, which means investors are willing to take less than the...

  • Posted August 13, 2010
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• There is No Greed in Treasuries

  Paul Schatz, Heritage Capital, believes the notion of a bond bubble is misleading. He aptly argues that bubbles are caused by greed and “there is no greed in treasuries.”

  • Posted August 4, 2010
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• John Bogle Sticks to an Age Based Allocation

  Robert Powell at Marketwatch recently reported from Boston where 1,600 investment professionals gathered. 81 year old John Bogle, one of the speakers, revealed his asset allocation; currently 81% bonds and 19% stocks. Chris Davis, head of the...

  • Posted May 26, 2010
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