35 Articles 0 Followers
29 May 2024 2 minute read 0 comments Astroboy13
Investing is the key to gaining and, most importantly, maintaining wealth over time. However, the line between this and greed is very thin, so it’s always important to take the time for introspection to see where we are going. In this article, I’m go...
17 Nov 2023 2 minute read 0 comments fmiren
Bonds and the business cycle Fixed income securities Bond yields have a high and low point throughout business cycles. The best time to be invested in bonds is when long-term yields are at their cycle high because there’s an inverse relation...
5 Nov 2023 9 minute read 1 comment Todd Mei PhD
Welcome to the free version of the Art of the Bubble! Our paid plans make use of the same base algorithm that our crypto hedge fund, 1.2 Capital Management, does. We have two primary data offerings for stocks: (1) a risk parity “Bubble Portfolio...
6 Oct 2023 2 minute read 0 comments fmiren
Fixed income securities Bond yields have a high and low point throughout business cycles. The best time to be invested in bonds is when long-term yields are at their cycle high because there’s an inverse relationship between yields and bond prices. B...
5 Oct 2023 1 minute read 0 comments fmiren
Dividend yield and 10-year Treasury yield There has been a relationship between bond yields and dividend yields historically. The chart below shows that the dividend yield has been higher than 10-year yield until 1960s when the relationship changed....
20 Jun 2023 2 minute read 0 comments fmiren
Cycles and bond yields Bond yields have a high and low point throughout business cycles. The best time to be invested in bonds is when long-term yields are at their cycle high because there’s an inverse relationship between yields and bond prices. By...
30 Apr 2023 1 minute read 0 comments fmiren
What is the repo market? And why it's the backbone of the financial system? The repo market is the heart of the financial system. It is the market where cash that financial institutions have and Treasury securities meet. Large financial institutions,...
22 Apr 2023 2 minute read 0 comments fmiren
Bonds and the business cycle Fixed income securities Bond yields have a high and low point throughout business cycles. The best time to be invested in bonds is when long-term yields are at their cycle high because there’s an inverse relationship...
29 Mar 2023 1 minute read 0 comments fmiren
Dividend yield and 10-year Treasury yield There has been a relationship between bond yields and dividend yields historically. The chart below shows that the dividend yield has been higher than 10-year yield until 1960s when the relationship cha...
17 Mar 2023 1 minute read 0 comments fmiren
Introduction Real-world assets (RWA) have been a hot topic in DeFi recently. Several protocols are being built around the goal to bring RWA on-chain. What these protocols are doing is tokenizing RWAs, which can be securities, real estate, loans or mo...
