Minerd recommended investors move toward asset-backed securities “and other places where you can get incremental yield without taking the kind of risk that you have to in high yield.”
For the first time since July, hedge funds and other large speculators are bullish on Treasuries across the yield curve.
Ultra-long bonds could be used to help fulfill two of President Donald Trump’s biggest campaign promises: fix the nation’s aging infrastructure with a trillion-dollar spending program and cut taxes at the same time.
U.S. Treasurys are popular because they're safe and predictable. Fifty year or longer bonds changes that.
Small cap doesn’t mean small returns.
Filings show funds started in the last six months looking to trade on political agendas, such as tax reform and infrastructure spending.
Geopolitical crises take a backseat to boring old economic data.
