Good Monday AM,   Bonds continue to move from bad to worse and are now a full two standard deviation away from their mean. In English this means we have…

Good Friday AM,   I am all too happy for this holiday shortened week to be over. This has been nothing short of a gut punch to the bond market.…

Good Thursday AM,   Off to a late start. A few thoughts from Dan Rawitch and then a good piece on the Stimulus from Bloomberg (it’s a bit technical :-)…

Good Wednesday AM,   What a week yesterday was. Bond yields just blew up unexpectedly there was no real buying in stocks to blame. Mortgage bonds sold off 60bps. It…