U.S. Dollar Takes Centerstage, by Mike Hinman
In just about every market, there has been a unique theme presenting itself during the last few months: the U.S. dollar has taken the global center stage. If you want to survive these trying times, I think you have to keep your eye on the dollar. Why? You don’t [...]

Treasury Downturn to Continue Long-Term
by Matt Krupski
Since December 2008, Treasury bond futures prices have seen a substantial downturn. The flight-to-quality bid has eased as the economy has improved, and we’ve seen an increase in supply as the government has been selling Treasury instruments to fund economic stimulus measures. As supply goes up, people will demand [...]

The Treasury Bubble
By Richard Ilczyszyn
The fear and the volatility we’ve seen in the past few months in the stock market has driven investors to safe-haven instruments like U.S. Treasuries, and prices for Treasury bonds and notes have soared. It’s looking like the next big bubble. Like any bubble, I think it will eventually burst. [...]