Municipals

Municipals

  • Bonds

    US Bonds

    February 06, 2015 BY Chun Wang

    The market is at a critical juncture with oil-related assets very oversold while equities are holding near all-time highs. We continue to recommend taking a more defensive stance for now.

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  • Bonds

    U.S. Investment Grade Corporates: Favorable

    December 05, 2014 BY Chun Wang

    Record issuance and oil-related weakness combined to drive the spreads wider but we remain Favorable on these bonds for now.

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  • Bonds

    US Bonds

    November 07, 2014 BY Chun Wang

    We continue to like “safe spreads” and remain favorable on these bonds.

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  • Stock Market

    View from the North Country

    May 05, 1993 BY Steve Leuthold

    Client Questions...What Do You Think About Gold?...How Municipal Bonds Compare With Taxables...Don't Short The Gambling Stocks Yet

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  • Bonds

    Bond Market Summary

    April 05, 1993 BY Jim Floyd and Steve Leuthold

    Corporates managed a gain in March but Treasuries were weak near month end. Developing an “unbiased” Bond Market Trend Index based on a list of factors that we feel are important in determining the overall health of the long U.S. bond market.

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  • Bonds

    Bond Market Summary

    July 07, 1983 BY Steve Leuthold

    The bond market is in the midst of both secular and cyclical bull moves. The cyclical bull market target zone is 9% yields for T-bonds, maybe much lower on a secular basis. The current correction might run to 12%-12.5% for T-bonds, but we are tempted to start a buying program before that.

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  • Bonds

    Bond Market Summary

    June 06, 1983 BY Steve Leuthold

    In recent weeks the municipal market has been relatively weak compared to other fixed income markets. Long municipal yields are now 89% of long T-bonds, back up to about the levels where we recommended our unorthodox move in early February. It looks like a great opportunity.

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  • Bonds

    Opportunity in the Unlikely

    February 04, 1983 BY Steve Leuthold

    Long-term municipals now extraordinarily cheap relative to other fixed income instruments. Strange as it may seem, Muni’s may even be relatively attractive for non-taxable portfolios.

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