Mark J. Grant
Seeking Alpha
Fort Lauderdale, FL, United States
Contact Mark
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This Week's 'Gotchas'
It is key to know what, and when, is about to be tossed into the pile of data influencing the markets and our decisions. The Fed is the ultimate driver of the markets now. Read more here... → Read More
Looking Out And Lookout
Since March 2022 the Fed has raised interest rates with no let-up in sight. With each new hike the chances of a recession increase. The smartest thing the Fed could do is to stop for a while → Read More
Sherlock Weighs Back In
The government is increasing our inflation by a variety of means, while the Fed is battling against it. To combat this, use income strategies where yields are higher than the inflation rate. → Read More
So Far, Price Instability
Bond prices for all fixed-income markets are down so far this year and yields have risen. Equities are starting to get nervous about the Fed’s rate raises and increased borrowing costs. → Read More
And Then Sherlock Showed Up
People are looking here and there for clues but they aren’t grasping what the Fed is actually doing to either the state of the nation or to both the bond and equity markets. → Read More
It's Monopoly Money
The Fed uses its Monopoly Money to control both rates and yields to push the Treasury markets first and all other bond markets as a consequence as they push and pull their currency. → Read More
Living In Never Never Land
When the height of the entire Yield Curve is the 6-month Treasury Bill, you know that you are living in some very strange place. → Read More
The Return Of The Bond Bear
High yield bonds are back above the inflation line. The Bloomberg U.S. High Yield Index now stands at 8.19%, over 100 bps over our average inflation rate. Read more here... → Read More
America's Giant Dollar Store
The US is facing two crises. The first is the debt ceiling problem. Second, instead of Fed handing the Treasury money, the Treasury may have to hand the Fed money to meet reserve obligations → Read More
Time To Refocus
High-yield bonds are now on the winning side of things, after years of being on the losing side of inflation. Read more here... → Read More
The Line In The Sand
All investments have a “line in the sand.” But there are very few investments or strategies that accomplish the goal of being on the positive side of this line. Read more here... → Read More
What Worked Has Quit Working
Strategies that carried everyone forward since 2009 came to a halt in 2022. An income strategy works well in this case, as plays for appreciation have morphed into plays for depreciation. → Read More
A December That Will Be Painful To Remember
December 2022 is set to be a standout exception as one of the worst last months of the year for the US benchmark index since 1957. Bloomberg bond indexes have also been a travesty for 2022. → Read More
The Outlook Remains Dismal
While the rate increase yesterday was in line with expectations, the future doesn't look bright with the Fed indicating rates rising to 5.10%. Fed's not stopping its fight against inflation. → Read More
Navigating The Treacherous
This has been a miserable year for both stocks and bonds. No matter what investing strategy that you use, the liquidating values are not showing any joy. Read more here... → Read More
Our Flummoxed Bond Markets
Bond markets are setting themselves up for additional but lesser hikes in rates, with some kind of pivot coming in 2023. The 2-year Treasury has the highest yield of any maturity at present. → Read More
The Pain Cuts Deep And More Is Coming
Fed’s battle against inflation is causing more pain than we have seen in decades, and I believe there is no end in sight. → Read More
The Fed - Out Of Balance
The Fed is just way out of balance. It has two mandates - let’s all hope that the Fed remembers and concentrates on both of them. Just one is not enough! Read more here... → Read More
Our Heads On A Silver Platter
The Fed should be concerned about inflation, but it should also be concerned about the economic consequences of their actions. Read more here... → Read More
There Was A Time
As the Fed raises rates, lending costs also rise, and yet the members of the Fed make no comment about this. The bond and equity markets, however, will include it in their thinking. → Read More