News

On this episode of The Long View, Cullen Roche, the founder and chief investment officer of Discipline Funds, discusses how ...
The “Sell America” trade that gripped markets this month has left a potentially lasting dent in investors’ willingness to hold the US government’s longest-maturity debt, a mainstay of its ...
A peculiarity of the tax code gives fund investors an advantage over bond investors. Say a bond comes out at par and sinks to ...
Tax-favored munis have plummeted in price during the recent market turmoil, falling much further than the equivalent taxable bonds issued by the U.S. Treasury. It's left munis paying interest rates ...
As investors reprice the risk of U.S. capital, the term premium—the additional yield investors demand to hold a long-dated bond rather than a short-dated one—has climbed to the highest in more than a ...
Saifedean Ammous, author of The Bitcoin Standard, has criticized President Donald Trump’s fiscal maneuvers, calling the ...
JPMorgan Asset Management says US Treasuries have more potential for gains than European government bonds because traders are ...
Trump’s losing battle with the US bond market may reignite the necessity for a Bitcoin standard, according to Ammous.
The Capital Asset Pricing Model (CAPM) says that you can get a low fixed return (like on Treasuries) or you can get a higher floating return for taking cyclical risk (like on corporate equities).