Well, yeah. Thanks for stating the obvious, Rob. The point is that bonds are getting pounded for a very specific reason: inflation has...

1. Strong energy prices that hurt consumer spending power 2. Financial defaults that jeopardize the financial system 3. Falling markets...

I'm starting to see Wall Street writing about nuclear war...I guess we are going to pretend lower Manhattan isn't on the list of targets....

Here is our monthly research note: https://conta.cc/35E3Yd1 Since I wrote this on Sunday, the Russians responded to economic sanctions by...

The bond market remains skeptical that the current 7% inflation will be sustainable for a long period of time. After all, even in this...