THE BIG PICTURE Ok, here’s a Big Picture of where America and we Americans stand today. A fairly downbeat Big Picture so buckle your seatbelts. America has been on the verge of a major comeuppance for many, many years. But its been postponed and postponed. Because the US dollar is the world’s...
LONG US GOVERNMENT BOND VIEW . Bottom Fishing. Yep, I keep fishing for a bottom in the “long” US Treasury bond. I mean a bottom in yield, a top in price. All logic I can come up with says the 25-year bull market run to ever lower long term interest rates is over or ending. All but two items. One , the...