The 30-Year Downtrend in Interest Rates Could Be Over

A recent article in MarketWatch outlines comments by industry experts regarding the 10-year Treasury’s recent inching up above the 30-year downtrend line: Mark Arbeter, CMT, of Arbeter Investments LLC says that, from a “very long-term perspective, yields appear to be tracing out a massive bottom,” adding that while the yield rise could lead to more volatility and is most likely a warning of a bear market down the road, “I do not think that we… Read More

Gundlach Predicts Continued Bond Rally

Doubleline’s chief executive officer doesn’t envision the yield on the 10-year to surpass 3% this year, says an article in yesterday’s Bloomberg. Jeffrey Gundlach believes a bond rally is likely to continue, with yields dropping to “below 2 ¼ at a minimum on the 10-year, maybe  a little bit lower than 2 and then it moves back up.” [The article notes that these bonds traded at 2.36% yesterday after reaching 2.6% on March 13th, their… Read More

Buffett Puts Market’s Valuation in Context with Earnings Yield vs. 10 Year

In a CNBC interview that aired last month, Warren Buffett shared his thoughts on current market valuations and how he would respond to investors that feel they missed their opportunity to buy into the market. “Well, I would say they don’t know, and I don’t know. And if there’s a game it’s very good to be in for the rest of your life, the idea to stay out of it because you think you know… Read More