The 10 year Treasury yield has dropped over 16% this week and over 8% today. It looks like a mad rush out of stocks and into bonds. Inflation is not a problem the market is concerned about at this time. Continue reading
Money Flowing from Stocks to Bonds
November 20th, 2008 5 Comments
Tags: Bonds · Inflation-Deflation · Standard and Poor's 500 (S&P500)
Bonds Show No Interest in the Inflation Argument
November 19th, 2008 4 Comments
The ten year bond yield is at levels from the early 1960s. Price essentially followed the slope down that it followed up from the sixties to the early 1980s. Continue reading
Tags: Bonds · Financials · Inflation-Deflation
Ten Year Bond Shows No Sign of Higher Yields
October 22nd, 2008 3 Comments
Both the long and short term 10 year bond markets show no sign that yields are setup to move higher from here. Continue reading
Tags: Bonds · Financials · Inflation-Deflation
More On Deflation
October 9th, 2008 16 Comments
I’ve been reading the debates between the deflation camp and the inflation camp for several years now. They all have a great argument. I tend to ignore the argument and look at the charts. Obvious deflationary pressures since the mid-1980s are difficult to ignore. Continue reading
Tags: Bonds · Inflation-Deflation
Prices Showing Serious Deflation
October 9th, 2008 4 Comments
Prices are dropping rapidly showing no hints of future inflation. Continue reading
Tags: Bonds · Energy · Inflation-Deflation
The Limit as “X” Approaches Infinity
September 17th, 2008 2 Comments
Yield curve doesn’t curve any more… Continue reading
Tags: Bonds · Financials
Morning Market Thoughts
September 16th, 2008 5 Comments
Post contains a few charts I found interesting during last night’s analysis. Continue reading
Tags: Bonds · Market Internals · McClellan Index · Nasdaq Charts · Square Out · Standard and Poor's 500 (S&P500)
Inflation or Deflation - Theory of Relativity
September 6th, 2008 2 Comments
Price changes of various economic groups over multiple time spans are discussed with respect to inflation and deflation. Continue reading
Tags: Bonds · Energy · Gold · Inflation-Deflation
CRB over Twenty Year Bond as Inflation Gauge
August 11th, 2008 1 Comment
The CRB Index divided by the 20 year bond index (TLT) is a good gauge for current and future inflation. Some interesting range square relationships of price and time have development over the past several years. The low point was in 2003 which lines up well with the end of the bear market deflation that started in 2000. Continue reading
Tags: Bonds · Inflation-Deflation · Square of Range
Inflation or Deflation?
August 3rd, 2008 2 Comments
Discussion of the Ten Year Treasury yield with respect to price and time analysis. Currently, the yield (inverse price) is well below a 50% retrace with respect to the 1990-2003 move. Continue reading
Tags: Bonds · Gann Angle Fan · Square of Range
Bonds with PIMCO Total Return as Surrogate
May 31st, 2008 No Comments
I have a significant chunk of my retirement money in the PIMCO Total Return Fund (PTTRX). I moved into this fund in July/August of 2007 based on my cycle analysis in the spring of that year. Continue reading
Tags: Bonds · Price-Time Balance · Square of Range