All posts tagged: bonds

Choosing Yourself Can Strengthen Bonds With Others

Choosing Yourself Can Strengthen Bonds With Others

Published by Jenni Sidey

When I hear clients say they feel lost in their significant relationships, I get more confused looks when I reply, “You might consider choosing yourself.” Self-neglect, or not choosing yourself, is an insidious dynamic, often camouflaged by hard work and helping others. Before exploring what choosing yourself actually is, it might be helpful to say what it’s not. It isn’t excessive narcissism, which is the desperate search for the self, an obsession with acquiring a valued sense of self. What Choosing Yourself Looks Like Choosing yourself is similar to choosing anything. Here are some characteristics of choosing ourselves. Worth your attention. Like most things we choose, when we choose ourselves, we believe we are worth our attention. Attending. Several aspects of our character are waiting for our attention. We can consider our emotions by feeling them, naming them, and talking about them. Needs and desires also wait to be realized. We also create stories about ourselves, others, places, and things. There are actions to consider. Allow attention to generate intention. When we give ourselves attention, …

The Fed Owns Over 50% Of All Bonds Maturing Between 10 And 15 Years From Now

The Fed Owns Over 50% Of All Bonds Maturing Between 10 And 15 Years From Now

Published by Jenni Sidey

Submitted by Peter Tchir of Academy Securities Treasuries, Treaties, and Treatises Let’s start with Treasuries. We laid out the approach we would take if we were Warsh last weekend in Warsh’s Mark Antony Moment (a play on coming to “bury” inflation, yet having quite the opposite effect, at least in terms of interest rate policy).  After Bessent’s “attempt” to drive bond yields lower, we analyzed the possibilities in Treasury, Treasuries, The Fed, and Iran. The primary focus was on bonds, though we had to toss in the “possibility” of Economic Armageddon for Iran. On Monday we discussed the Fed on Fox Business, but they picked up our theme on Tuesday where Academy was the chyron on Varney & Co. Academy had the pleasure of spending the first half hour on Bloomberg TV on Thursday where we covered rates, Iran, energy, Global ProSec, and maybe even Situational Awareness (it all becomes a bit of a blur). Please read Thursday’s report, in conjunction with last weekend’s report (or watch the video links) to get a sense of our …

Bonds Are In Charge…Everything Breaks Over 5%

Bonds Are In Charge…Everything Breaks Over 5%

Published by Jenni Sidey

Submitted by QTR’s Fringe Finance Today I sat down with my friend Andy Schectman, CEO of Miles Franklin Precious Metals and one of the most recognizable voices in the precious metals industry. I’ve known Andy for years, long before I ever became a customer of his. He’s someone I trust, someone I enjoy talking markets with, and someone who has spent decades watching the intersection of monetary policy, sovereign debt, central banks and the physical gold market. Whether you agree with every one of Andy’s conclusions or not, he consistently forces people to think beyond the daily headlines. While most investors spend their time obsessing over the next Fed meeting or the next earnings report, Andy spends his time watching sovereign capital flows, physical metal deliveries, Treasury markets and the plumbing of the global financial system. That perspective makes him worth listening to. Here are my five biggest takeaways from our conversation: Andy believes markets have become dangerously leveraged and that private credit is one of the biggest underappreciated risks. He argues the bond market …

What Dog-Parent Guilt Can Teach Us About Human-Animal Bonds

What Dog-Parent Guilt Can Teach Us About Human-Animal Bonds

Published by Jenni Sidey

A growing number of people live with and share their lives with a pet. It may be a cat, a dog, or less typical animals such as reptiles or small rodents. And these animals do not simply coexist in the household; people often develop very strong bonds with them. These relationships can have a significant impact on the decisions people make in their lives, including small everyday choices such as where to work, where to live, or where to travel. People’s lifestyles are sometimes adjusted to match the needs of the animal. But in some situations, people may also feel that they are not fully meeting their pet’s needs, whether because they work too much, struggle to provide enough physical activity or cognitive stimulation, or simply do not feel they are giving enough attention in everyday life. Exploring Guilt Among Pet Parents For some people, the perception that they are not meeting their expectations as pet parents can be associated with feelings of guilt and even a sense of inadequacy. And for people who have …

Bonds Are Screaming “Something’s Wrong”

Bonds Are Screaming “Something’s Wrong”

Published by Jenni Sidey

Submitted by QTR’s Fringe Finance Bond yields are doing exactly what I warned about yesterday: forcing reality back into a market that had become increasingly detached from it. Heading into Friday’s cash open, U.S. equity futures are under pressure, with S&P 500 futures down roughly 1% and Nasdaq futures off even more sharply as global bond markets sold off overnight. CNBC reported that by Friday morning in London, the U.S. 10-year Treasury yield had climbed nearly 9 basis points to 4.544%, marking its highest level in almost a year. The move wasn’t isolated to the U.S. U.K. 10-year gilt yields jumped another 15 basis points as investors continued digesting fiscal and political instability abroad, while Japan’s 2-year yield surged as much as 19 basis points before cooling modestly. Government bonds, precious metals, and international equities all sold off simultaneously as investors began repricing inflation risks, geopolitical instability, and the growing realization that central banks may not be rushing to save markets anytime soon. That matters because this is how stress sometimes tends to emerge in overextended markets. …