Volatility has come back into the equity markets, driven by rapidly increasing Treasury yields.  In fact, since the vaccine data came out towards the end of last year, Treasury Bonds are down 27.7%, meaning yields are up.  This has coincided with value stocks and financials going on a massive rally and outperforming peers, after a...Read More

There have been a few interesting market developments the last few days.  10-year Treasury yields have increased to levels around where they were last year at this time, before the pandemic and lockdowns had really been felt.  The $1.9 Trillion stimulus package seems to be getting closer to getting done.  Inflation expectations are ticking up...Read More