Discussion Concerning The Bond Market Bubble And Characteristics

My latest discussion concerning the U.S. bond market as being an exceedingly large asset bubble can be found on “The Immense Bond Market Bubble And Future Economic Consequences” page. The existence of a bubble of this size is highly noteworthy and vastly problematical. The effects this asset bubble has had – and, more importantly – …

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The Bond Bubble – July 2016 Update

In previous posts I have discussed the Bond Bubble and its many facets, as my analyses indicates that the overall bond market is an exceedingly large asset bubble with immensely large and wide-ranging economic implications. Since my last post on the Bond Bubble (the June 24, 2014 post titled “The Bond Bubble – June 2014 Update“) I have …

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The Bond Bubble – June 2014 Update

In previous posts I have discussed the Bond Bubble and its many facets, as my analyses indicates that the overall bond market is an exceedingly large asset bubble with immensely large and wide-ranging economic implications. Since my last post on the Bond Bubble (the February 6, 2013 post titled “The Bond Bubble – February 2013 Update“) I have …

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Additional Thoughts Concerning Rising Interest Rates

On August 22, 2013 I wrote a post titled “The Impact Of Rising Interest Rates,” in which I discussed various wide-ranging impacts of the rising interest rate environment that I believe lack recognition.  In this post, I would like to make additional comments regarding the future level of interest rates, and specifically the 10-Year Treasury …

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The Impact Of Rising Interest Rates

With the recent increase in interest rates, perhaps the paramount question is what impact a rising interest rate environment will have on the economy. First, for reference, here is a long-term chart of interest rates from 1962, as seen in Doug Short’s post of August 17 titled “Treasury Yields In Perspective” : (click on chart …

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The Bond Bubble – February 2013 Update

In previous posts I have discussed the Bond Bubble and its many facets. Since my last post on the Bond Bubble (the July 25, 2012 post titled “The Bond Bubble – July 2012 Update“) yields of various Treasury maturities have started to increase. Here is a chart depicting the recent movements of various (3-month, 2-Year, 5-Year, 7-Year …

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The Bond Bubble – July 2012 Update

In previous posts I have discussed the Bond Bubble and its many facets. Since my last post on the Bond Bubble (the February 21 post titled “The Bond Bubble – February 2012 Update“) yields of various Treasury maturities have continued to decline and many have been establishing all-time lows in the last few days. Here is a …

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The Bond Bubble – February 2012 Update

In previous posts I have discussed the Bond Bubble and its many facets. Since my last update on August 15, 2011 (“The Bond Bubble – Update“), the yield on the 10-Year Treasury has roughly been in the 1.7%-2.4% range.  This is seen in the 3-year daily chart, LOG-basis, as shown below: (click on chart to enlarge image)(chart …

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Thoughts On The Bond Bubble

Lately there has been much commentary on whether the bond market is in a bubble.  While many believe such a bubble exists, others – including many prominent investors and commentators – disagree. As I have previously written, I believe that there is a bond bubble encompassing the entire bond market.  While for many reasons one …

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