mahoney

Trade Wars Brewing: Those Pesky Canadians

Where is NAFTA in all this? Are there measures even legal?

Time to Forsake Stocks for Bonds? Arnott and Arends Square Off

Mad Hedge Fund,

I'm also taking a hard look at TBT, but my worry is that the Fed is going to keep buying up Treasuries as part of their quantitative easing strategy. Wouldn't that keep the Treasury bond prices high (at the expense of the US dollar)? Does anyone have any thoughts on this?

Should Investors Forget About Equities for Now?

Roger i think you may have misunderstood my previous comment. I'm agreeing with you that it's a bad time to buy bonds. I was just further pointing out that the chart that was being used to push bonds, actually makes stocks look more attractive than bonds. For the record i think both bonds and stocks are headed south from here.

Should Investors Forget About Equities for Now?

Doesn't that top chart just say that we should switch to bonds and walk out along that little blue line from each stock market top? Rather self-evident. The real question is whether those straight blue lines would look so good if they left from the bottoms or the midway points between tops and bottoms. If you do that, this chart makes the case for stocks, not bonds. Or am I missing something?