Bond Investors Withdraw Most in Two Years
Posted on 01 January, 2011
For months, we at Frontwater Capital, have been saying: stay away from government and investment grade bonds. When cash rich companies like, IBM, Microsoft, Pepsi, Walmart, McDonalds, etc. can issue debt at yields near or below 1% for 3 years, you have to question the intelligence of the bond market. Finally, this December, it seems as if we got the correction that we have been looking for.
Lies, Damn Lies, And Then There’s The US Unemployment Rate
Posted on 01 January, 2011
The US unemployment rate attracts a great deal of media attention, especially during recessions and tough economic times. Generally, the national unemployment rate is defined as the percentage of unemployed workers in the total labor force. It is widely recognized as a key indicator of labor market performance.
Commodity Prices Erupt On Backend of 2010
Posted on 01 January, 2011
No matter the category: gold, silver, copper, uranium, wheat, sugar, cocoa if it was a commodity, it pretty much kicked butt in 2010. Any way you slice it, commodity prices erupted on the backend of 2010.
