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Convertible Bonds: Income Securities With Positive Equity Exposure
Editor’s Note: Over a week ago, Alexander Green recommended subscribers take a look at convertible bonds. They represent a way to hold income securities with some positive equity exposure. It fits in perfectly with our asset allocation portfolio, since we recommend 10% in high-yield bonds and 10% in high-grade bonds. We’ve excerpted his article because we feel there isn’t enough being said about these investment vehicles. Take a look…
Stocks are beginning to move again – the Dow rose over 6% last week alone – but many investors are skeptical of how long the rally will last. Already the market has pulled…
20Jan2009 | Investment U | 0 comments | ContinuedReally? You think?
Treasury 30-year bonds fell the most in seven weeks amid concern government efforts to spur the economy will lead to a record amount of debt sales as the U.S. prepares to auction $54 billion of notes this week.
“The Treasury market is worried about supply, especially the first week of the year,” di Galoma said.
My comment: The panic that drove everybody into Treasuries is subsiding as the TED spread, VIX, and LIBOR are all coming in a predicted. There will be more bad news and bankruptcies but we will see money begin to seek yield and return. The short Treasury…
6Jan2009 | The Real Deal | 0 comments | ContinuedFly Away Money, Fly Away Home
After 25 years of booming asset markets, it’s getting hard to keep hold of your money, let alone grow it.
Inflation is destroying fixed-income bonds. Stocks have tipped into a bear market, down more than one-fifth worldwide. Real estate suffers both over-supply and an historic shortage (too many units vs. no mortgage finance). And this is clearly no time to launch a business relying on discretionary spending, consumer debt or prompt payment.
As for cash-on-deposit, you’re fighting not only tax and inflation, but also the very real threat of banking failure. Anyone taking sizeable profits elsewhere has to go “on risk†until…
21Jul2008 | Whiskey and Gunpowder | Comments Off | ContinuedSpooked by a Combination of ‘Flations’
What not to do with your money now…
It has been the worst June in 77 years, says Bloomberg. In June of 1930, the Dow lost 18%. So far, it is down 9.4% this month. Since this is the last day of the month, we presume that is where it will stay.
The rest of the news is not much better. Oil closed over $140 a barrel on Friday. OPEC’s president says it could go to $170 by the end of the year.
And the New York Times says the number of people who can’t pay their mortgages continues to grow. There were…
1Jul2008 | Daily Reckoning | Comments Off | Continued
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