Tag Archive | "debt"

The Decline of Angry White Guys

Tuesday, November 6, 2012

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This post discusses the election, what I expect to happen, and my views on fiscal and monetary policy. This is a normally politics-free blog, but economic policy impacts markets in a big way, and investors who believe myths about the nature of debt and money put themselves at a disadvantage. Comments engaging with the substance of the arguments below are welcome; the rest will be deleted. I predict Obama will win the election by at least 33 electoral votes. My…

Bond Market Leadership

Wednesday, July 22, 2009

1 Comment

Some people regard the bond market as the most mature financial market, providing discipline and stability where stock operators merely exhibit fear and greed. I’m not out to settle any internecine disputes here, but I do want to examine a strategy premised on the view that behavior in the bond market might tell us something useful about the equity market. Conventionally, investor preference for higher yield correlates with a positive overall economic outlook. Brett Steenbarger looks at this phenomenon…

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Jared Woodard specializes in trading volatility as an asset class. With over a decade of experience trading options and other volatility products ... Read More

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