Good Monday AM, And the heat wave continues. Triple digits while driving into the office at 8 am. Last week ended on a bittersweet note as a surprisingly strong rally…

Good Wednesday Afternoon, Bonds were strong this morning based on, ummmm NOTHING, but faded hard into the close.  The ADP job report came in much stronger than expected and this…

Good Tuesday AM, Great piece from Dan Rawitch today. Home appreciation is an interesting point... Bonds are flat again today and this is no surprise. Short of some unknown surprise,…

Good Monday AM, Bonds are strong this morning and for no good reason. We did test the bottom of the range this morning and it held up as it has…