Bonds are the 800lb Gorilla in the Markets

6 Comments

March 18, 2017


Stock indexes ended the week relatively flat as the small amount of volatility in the market was quickly sucked out. In this extended weekend edition let's take a long term view of stocks and bonds. Where has the all the volume gone in stock market and will the recent changes in interest rates change that? Watch this important long term analysis of the stock and bond markets...

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6 Comments

  • Renn

    March 18, 2017

    Hi Don,

    Great weekend report !!

    We're all dying of boredom (I mean low volatility). Looking for your opinion here... when do you think Vol will pick up again? I'm hearing traders say this is the new normal in equities and it's never coming back. This comes from one of the largest bond traders in the world. He's not involved in equities to have a bias either way, but the word about low vol environments in equities is the talk of the town.
    Anyway, having seen manic mean reversion whenever Vol ticks up in 2016 - I'm starting to wonder if sell side Vol programs are so aggressive that it is no longer possible to see vix futures budge even in a real down turn.

    Thanks again,
    R.

  • Dom

    March 18, 2017

    Don..Weekend updates are awesome!! Thank you

  • Solomon Rosenberg

    March 18, 2017

    Enjoyed watching your analysis. Just signed of for your small-account trading courses.

    If Dodd-Frank is significantly altered, does that mean you see a big whoosh of cash out of TLT and into equities coming?
    Does that mean going long VIX spreads?

  • Doug

    March 19, 2017

    bto 21 apr 118 120 vertical .90, bto 21 apr 121 call .63

  • Larry D'Andrea

    March 19, 2017

    Eye opening! Thanks.

  • Phillip St. George

    March 19, 2017

    Don, that was the most insightful and sensible analysis I've heard in months.
    You're scaring the children!