It’s official. Puerto Rico defaults
Puerto Rico Defaults – Our new Muni Book Davd Kotok Cumberland, August 1, 2015 It’s official. Puerto Rico defaults. Here is a...
Gold Performance & Rate Increases?
Interesting few examples from the past showing Gold benefitting from rate increases, as per a report by HSBC’s FX strategist, David...
Three forces driving US long rates
From Deutsche Bank: A striking feature of my ongoing discussions with clients is that many still believe that as a result of secular...
Looking for for Volatility in All the Wrong Places
Where has all the stock market volatility gone? U.S. equities have been surprisingly quite the past three years. There hasn’t been...
Bond Interest Rate Scenario Tool
Very cool tool from EatonVance that allows you to stress test your bond holdings to see how they will handle an increase in rates;...
The Fed Raising Rates?
The Fed Raising Rates? David Kotok Cumberland Advisors, May 26, 2015 It’s not about when; it’s about the path to...
Why Are Interest Rates So Low?
Economy: Hot Enough for Stocks, Cool Enough for Bonds?
My hit today with Pimm Foxx and Betty Liu: Source: Bloomberg May 15, 2015, 12:30 PM EDT
Bond Tantrum or Schnitzel Tantrum
Bond Tantrum or Schnitzel Tantrum David R. Kotok Cumberland Advisors, May 14, 2015 “tan’trum, n. [earlier form...
Time to Raise America’s Gas Tax
America, Land of the Pothole U.S. highways are a wreck for no good reason. Bloomberg, April 27, 2015 Get in your car...