This is my last post in the three part series on TAA bond portfolios before I get back to the equity side of things. Today I wanted to look at a way an investor can significantly increase returns in their bond strategies. The TAA strategy I’ll present below uses fixed Read more…
The recent “taper-tantrum” over the Fed’s potential coming removal of quantitative easing has caused quite some unrest in the bond market. This has caused interest rates, in particular longer term rates (10yrs +) to move substantially higher across the board. Long term munis were no exception and the sell off Read more…
I am often shocked at how much income investors will stick their neck out for yield. I spend most of my time looking at stocks so I often will note how I think investors are reaching for yield by going after utilities, REITs, etc… But if you really want to Read more…
In my Time to buy munis? post the other day I think I left out a couple of key elements in my desire to keep the post from becoming too long. As I said in my last paragraph, an even slightly aggressive income investor may want to look at muni Read more…
I’ve been looking at municipal bonds recently. Whenever I see a large sell off in any asset class accompanied with a lot of media hype the contrarian hairs in the back of my neck tend to perk up. All markets tend to over react more often than not. These over Read more…