At the Money: Managing a Portfolio in a Higher Rate Environment
At The Money: with Jim Bianco, President Bianco Research (April, 03, 2024) Interest rates have risen by over 500 basis...
At the Money: How To Know When The Fed Will Cut
At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal...
Interest Payments Are An Increasingly Large Part Of The US...
Source: Chartr We talked about this 2 weeks ago, but the nation missed a fantastic opportunity to refinance all of the...
Where is This Rally Going?
Before yesterday’s FOMC meeting, I reiterated my view from July 2023 that this hiking cycle was – or at least should be...
What You Need to Earn to Own a Home
click for ginormous chart While I am wrapped up working on a few projects today, I wanted to share this map/chart/table showing US...
Transcript: Armen Panossian
The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management, is below. You can stream and...
MiB: Armen Panossian, Oaktree Capital Management
This week, we speak with Armen Panossian, managing director and head of performing credit at Oaktree Capital Management, which has...
Déjà Vu? Why 2023 is Not 2008
Depositors heaved a sigh of relief when news broke Sunday that the Federal Deposit Insurance Corporation was going to make whole...
Interest Rates, HELOCs, & 401ks
Today I had some fun recording portfolio rescue with Ben and Duncan. They always do a great job (I pop in around the 17-minute mark). We...
Transcript: Rick Rieder
The transcript from this week’s, MiB: Rick Rieder, BlackRock’s CIO of Global Fixed Income, is below. You can...