What a day. What a week. What a month. Much as happened recently to distract the bond market from it's core strategic motivations. I think we need to hit the reset button and re-evaluate the environment. This post revisits economic fundamentals and questions whether or not they've been drowned out by headline news noise What is moving the bond market at the moment? 5. TERRORISM: The individual who attempted to detonate a bomb in Times Square, NYC (whose name I refuse to give attention) was said to be talking to authorities so much yesterday that he was unable to appear in court to be properly processed. Investigators wanted to get as many leads as possible out of him while he was willing to share. READ MORE This sort of stuff---terrorism---spooks me, but what can you do? Seems like...(read more)

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