Jim Talks Markets

If I were looking for a single safe-haven in 2018, 2019 I would say the U.S. Dollar and if I'm right it is going to get overpriced and ...

I'm short junk bonds. The yield spread between junk bonds and AAA bonds now is very, very narrow (never been this narrow) and when inte...

We are going to have the worst bear market of my lifetime and I'm older than you. I have seen same bear markets. It's going to be a...

Everybody owns the same things, it is eve more narrowly focused now than in previous bull markets because it is now so easy to buy exchange...

In September of 1981 the long-term bond in America was at 15.50%. I'm not talking about junk bonds, I mean Treasury bonds. By the way, ...

2008 was awfully bad but since then the debt has gone through the roof, goverment debt alone has doubled since 2008. So the next bear marke...

Q: where do you think yields are headed to on the benchmark 10-year Treasury?  I'm not a very good market timer and I'm on a ve...