Readers sometimes ask me for recommended fantasy football reading, and I always forward them to a book that has nothing to do with fantasy football: Nassim Nicholas Taleb’s Antifragile. In my opinion, ...
After a sluggish start, Treasury yield curve steepening gained momentum in late 2025 as Fed cut rates by 75 bps over 3 months, driving short-term yields lower. Read more here.
Professional asset managers often like to promote the virtues of a “barbell” strategy for one’s portfolio, especially in a rising-rate environment. In the simplest sense, the strategy involves ...
The next meeting of the Federal Reserve will be held mid-week next week, with all indicators pointing to another 0.50% interest rate increase. In an environment of rising rates where equities and ...
Hear that? That’s the sound of numerous advisors and investors looking around for a sign in fixed income investing. Fed Chair Jerome Powell appears intent on convincing markets that, yes, we could be ...
Adaptation is recommended for 2026. By combining 2-year AA corporate bonds for yield and long-duration government bonds for ...
In weightlifting, a barbell is a long and relatively light metal bar to which heavy weights are attached at both ends. Similarly, a barbell investment strategy means weighting a portfolio towards the ...