I am short junk bonds and I would not buy bonds, I cannot imagine unless it is a very special situation. I cannot imagine buying bonds anywhere in the world except maybe for short term Russian bonds just because the yield is so high. But I cannot imagine buying bonds anywhere.
Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.
Hedge fund wizard: writing market magic in stealth mode, because even financial superheroes need a secret identity.
Wednesday, March 2, 2016
Tuesday, March 1, 2016
The Bond Bull Market: Coming To An End?
The bond bull market has been going on for 35 years. It started, the bottom was on September 1981, so it has been going on for over 34 years now. And yes, it is coming to an end. You may have government bonds go higher for a while just as panic takes place. I am short junk bonds in the United States and you are right, they are going down now, some more than others obviously.
We are making a top in interest rates but that does not mean that if and when the Federal Reserve panics again that interest rates will not go down some more. But we are making the top. Not sure about sovereigns because I expect so much panic that many people will pile into them as they are piling into the U.S. Dollar. (iShares iBoxx $ High Yid Corp Bond (ETF) (HYG), SPDR Barclays Capital High Yield Bond ETF (JNK))
Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.
We are making a top in interest rates but that does not mean that if and when the Federal Reserve panics again that interest rates will not go down some more. But we are making the top. Not sure about sovereigns because I expect so much panic that many people will pile into them as they are piling into the U.S. Dollar. (iShares iBoxx $ High Yid Corp Bond (ETF) (HYG), SPDR Barclays Capital High Yield Bond ETF (JNK))
Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.
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