Archives
FTDO: How about just buying Treasuries now
Summary: The Treasury trade is looking very interesting at the moment. You might want to consider it if it fits your...
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Buying Bigger & Smaller Security Sized Quantities Can improve Yield, ROI, ROA, and Capital
Summary: Historic Treasury Selloff Opens Old Wounds The ongoing sell off in the U.S. Treasury market is increasing the appeal of...
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FTDO: Some MBSs may extend and not pay down as expected
Summary: While the M1 money supply does seem daunting and inflation does seem to be an imminent challenge, long term...
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Has the Treasury Rout Stopped?
Summary: Historic Treasury Selloff Opens Old Wounds The ongoing sell off in the U.S. Treasury market is increasing the appeal of most...
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What does the Ukraine crisis mean for Community Banks?
Summary: These types of crises generally tend to only have a significant and lasting impact on global financial markets if they...
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1970 to 2020: Inflation, Rates, Stocks
Summary: Some important historical perspective to consider during times of volatility 1. Stocks generally do not do much during high periods...
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