Is the Dam About to Burst? Not Enough Fingers to Prevent a Yield Shock

Is Rome Burning? The Italian Bond Market and Smoke from the ECB
Below we look at the Italian bond market, the ECB and the over-all risks facing a global economic “recovery” driven by, well… debt. All That Was Rome Lately Karma has been playing itself out in the percolating disaster that is... Read more »Surfing a Stock Market Wave Melt-Up: Paddle In or Paddle Out?
Below, we look at the possibility of a market wave melt-up in the face of rising interest rates. Above, we see my son, in well….Malibu. Is This Market Wave Worth Riding? Of all the great surf spots in the world,... Read more »Market Reality—Debt Bubble Driven Fun Like College Kids with Credit Cards
Below I take a loonnngggg look at…well, just about everything…bonds, bankers and bombast. As the Debt Piles Up, Rates have No Where to Go but Up, and Thus Markets No Where to Go but Down, Eventually… Fists nearly pounding, I’ve... Read more »Why a Deficit Matters —A Debt Storm Brewing?
Below, we look at deficits, why they matter, and what they portend. Debt is Boring Ahhh debt and deficits. What a boring topic, no? And yet we at Signals Matter keep boring you with it, here, here, and here and... Read more »Drowning in Debt: Will the Market Yield to Rising Yields?
