Tag Archive for: bond yields

Bond Yields/Interest Rates Soar! Uh Oh! What’s Really Scary?

I was at a mortgage conference yesterday with 50 of the biggest producers in the industry, and there was panic in the room. The reason? The bond market was melting down in response to a much higher than expected “job openings” number from the “JOLTS” report.Read More

Big Short Guys Not Shorting! Excess Bond Supply NOT Pushing Up Yields; Fed Does Not Control Interest Rates

Here are a few random but very important points. BIG SHORT GUYS ARE NOT SHORTING HOUSING! In this recent Milkshakes Markets Madness podcast, famed macro analyst and fund manager Brent Johnson mentions that […]Read More

Is The Fed The Wizard Of Oz (Powerless)? Why It Matters

In the iconic movie The Wizard of Oz, all of the characters thought the Wizard was an all-powerful being who controlled everything and everyone. But, in the end, we found […]Read More