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Bonds Rule

Finding value is always a challenge Equities keep climbing all sorts of negative news both economic and geopolitical. Hard to chase stocks here. Nothing looks cheap.


Except Treasuries With 6 month bills trading close to 5.5% we can afford to wait. While long term housing municipals are trading in the 4.5% to 4.75 %. Short term bills look more attractive


Friday we bought a structured note backed by Barclays 10% yld. Coupon barrier -30% and principal barrier -40%. 3 yr Nc 6


Fed is looking at more hikes even though Europe and China are having significant growth slowdowns. With this uncertainty we will stick with Treasuries

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Great article

https://www.wsj.com/personal-finance/when-date-night-gets-between-the-spreadsheets-22902d67

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We've been buying notes all year. Our 12% notes have been all called. Reinvesting at 11% with barriers down 30%. All on the SPX/RTY/NASD. Why? I think the market will bounce around for a while s

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