Tag: Bond Market

Episode 7: Bearing Down a Bear Market

With the economy seemingly flying into very choppy conditions, the Federal Reserve is doing everything they can to fight off inflation. However, will the rising of interest rates to combat the inflation, send the economy and markets into a tailspin? Is a recession imminent? On this episode of Breaking Bad Advice, Isaac and Joel take a deeper dive into what has got us to this point, as well as what likely lies ahead.

Episode 6: The Bond Market: Shaken, Not Stirred

As prices of everyday goods seemingly only continue to increase at a rapid pace, most are calling for this inflation to be long lasting.  However, a look into one of the most accurate predictors, the treasury market, we can see that there may be a different story unfolding on inflation.  While the bond market seems to be shaken, it is certainly not stirred by long-term investors.

The Zombies Are Still Here

Most investors are simply unprepared for what is coming. They continue to believe their 60/40 portfolios will do fine. But in addition to the stock market being 50-60% above it’s fair value, the bond market is incredibly vulnerable. It’s time for investors to change their strategies. By the time you see the corporate zombies on the front lawn, it’ll be too late to move.