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Category: Bond Investing

Making Sense of the Market’s Recent Cross-Currents

Every bear market rally lures investors into (wrongly) believing a new bull market is underway. SMI's process helps you avoid getting taken in by shorter-term trends.
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Using I-Bonds to Save for College

With inflation running hot, inflation-linked U.S. government "Series I" bonds are the best deal going in the fixed-income universe. So it's not surprising that I-Bonds have become attractive for education-related
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Mark’s Mid-Year Video Update

Once a month, Mark Biller provides a half-hour video update for SMI Private Client investors. Mark is the Senior Portfolio Manager for Private Client, as well as serving as the Executive Editor for the SMI
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Market Risks Rise as Fed Joins Battle Against Inflation

The Fed's Quantitative Easing supplied extra money to the financial markets. Now, comes Quantitative Tightening. If the goal of QE was to boost asset prices, the goal of QT is to lower them.
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Will Fed Tightening Break Something?

There's a perception that the Fed hasn't done much yet to counter inflation and that this battle will basically begin at their May meeting. That's largely accurate, as the Fed has been way behind the curve in dealing with
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SMI on the Radio: Beyond Stocks and Bonds (audio & transcript)

Commodities, real estate, and certain other investments that once had little appeal to the average investor — and were largely out of reach anyway — have become more mainstream and accessible. And, as SMI executive editor
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The Most Important Financial Chart

It has been a wild start to 2022. This has obviously been true in the "real world" as the world deals with a major European land war for the first time in decades. It's also been true in financial markets, as the
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Thinking Beyond Stocks and Bonds

The “60-40” stock/bond portfolio that's served investors well for decades is no longer sufficient. Fortunately, today’s investors have access to a range of other investments that can generate good
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Fed Hike Reactions

A few quick thoughts on the day of the first Fed rate hike since 2018...
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Yield Curve Is Flashing Warning Lights

The reshaping of the government-debt "yield curve" isn't exactly a riveting news story. It doesn't command the kind of attention appropriately afforded to geopolitical conflict or rising prices at the gas pump.  Still,
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