ECONNIX

Making sense of the noise

Time to begin slow retreat from bonds

Posted on October 25, 2010 by jmcnamara

Reply

– Coming tsunami of bond refinancing spells risk ahead

– Shorting bonds will be the call of the decade

– As rates bottom pros are departing US treasury and agency bonds

– High risk in bond market despite availability of investment alternatives

Views differ widely on economic outlook for next year

Posted on October 20, 2010 by jmcnamara

Reply

– Small business hurting more than data suggests

– While worst is behind us the healing process will take time

– Until housing market improves the economy will flounder

– Markets starting to discount double dip and look past elections

– Jobs, tax cuts and time will provide steady stock gains

– Dr Doom issues warning on slow growth ahead

Favor high quality stocks over bonds for new money commitments

Posted on October 4, 2010 by jmcnamara

Reply

– Risk very high in bonds compared to stocks

– Small investors fear of double dip far exceeds that of forecasters

– Stock outlook favorable despite economy’s glacial improvement