Doug Drabik

Bond Investor’s “Bird in Hand”

Investors continue to benefit from two powerful tailwinds: strong stock-market performance and bond yields that rem

By Doug Drabik

Regardless of how inflation is measured or debated, households continue to feel the cumulative effect of higher

By Doug Drabik

Investors have enjoyed a favorable run. If the year ended today, it would mark the seventh time in the last nine years that stock p

By Doug Drabik

Would I be better off waiting for the Fed to make its move on rates before investing?” “Should I wait to increase du

By Doug Drabik

Market timing is usually better suited to tactical investing, where the goal is to capture quick total return from p

By Doug Drabik

On Friday, May 15, the 10-year Treasury yield closed at 4.59%, its highest level since February 2025.

By Doug Drabik

The U.S. market story this year has been a tug-of-war between sticky inflation, slower growth, and resilient ris

By Doug Drabik

The U.S. market story this year has been a tug-of-war between sticky inflation, slower growth, and resilient ris

By Doug Drabik

Yield curves exist for many products and can be interrelated, yet they also carry distinctive characteristics. Normally,

By Doug Drabik

The US-Iran conflict has altered Iran’s regional influence and, more broadly, has many other consequenc

By Doug Drabik