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Valuation Matters.... Equity vs Bonds Edition

I've shown that valuation matters numerous times over the years when it comes to long-term equity returns (see here , here , and here f...

The dividend yield of the S&P 500 is above that of the ten year Treasury for the first time since the financial crisis. Before that we h...

While the below chart cherry picks one of the best performing fixed income sectors, it is still pretty amazing. Bonds (defined in this examp...

Because high yield is just about the only place you can get yield within the U.S. without taking on interest rate risk. The question is whet...

The ( overrated ) bond sell-off took a breather today, perhaps rallying on news that iron ore demand from China was waning . Regardless of ...

I've come across a number of forecasts for US Bond returns in the 4.5% - 6% range for the next 5 or so years. Unfortunately, that is ver...

There seems to be lots of confusion surrounding Bill Gross' latest Investment Outlook, Life and Death Proposition . First, some backgro...

FT Alphaville details: The 30-year German bond yield is close to a record low, around 2.48 per cent at pixel time. France might be able to ...

Lets take a quick look at the Treasury market over the past 15 years. Bull run? Absolutely (i.e. rates have trended down for a long time). T...

Look... I'm not going to make the claim that Treasuries are (or are not) in a bubble, but when I see such disingenuous reasoning in a ma...

The low quality (i.e. high beta) corporate bond rally has continued into 2010... As a reminder... the SPECTACULAR rally of 2009. We'll s...

There is always lots of "Sell in May, Go Away" chatter this time of year. Marketwatch's Mark Hulbert (via Abnormal Returns )...

There seems to be a growing number of articles these days detailing the concern that rising rates will have a dramatic impact on bond perfor...

As of the end of February, the spread on the investment grade corporate bond index was ~170 bps and the high yield index ~650 bps (up from t...