Bonds

Pray for higher interest rates

OK. I know. I’m schizophrenic.  In my last post I’m telling you why I think interest rates will stay low longer than people expect. Now, I’m going to explain how rates could go higher and why I’m hoping they do. One of the things that makes investing a challenge is that you’re dealing with the future. As Yogi Bera so…

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Portfolio , Stocks

September income investor dashboard

Here is the updated income investor dashboard for September. Prices are as of the market close on Friday September 2nd. August overall had one general theme; stocks bad, bonds good. See the dashboard below. August was one of the worst months on record for stocks. Markets are trading mainly on macro level news, European bank and sovereign concerns, US economic…

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Economy , Portfolio

Is the US Japan 2.0?

With all the discussion of the current economic situation in the US, jobs, deficits, etc.. it constantly amazes me how short term oriented and myopic investors can sometimes be. In this regard I think we could gain some insight by looking at what’s happened in Japan since 1990. Barry Ritholz at the Big Picture has a great post comparing the…

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Economy

April 2011 income investor dashboard

Here is the Income Investor Dashboard for April 2011. Prices are as of the close of markets on March 31, 2011. Despite a very exciting and volatile month not much changed in terms of market prices and yields. At one point during the month US markets were down, on the Japan and Libya situations, about 6% but managed to comeback…

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