Bonds Are Screaming That Something's Horribly Wrong
Submitted by QTR's Fringe Finance
As of market close on Friday, the blog’s 26 Stocks To Watch For 2026 are still beating the S&P 500 by 7.9% on an average, equal weighted basis. These names are up more than 16% for the year on the same basis.
This comes after the blog’s 25 Stocks To Watch For 2025 absolutely smashed the S&P 500, beating the index by more than 50% last year.
The week ended on a wild note, with the bond market sending one signal:
Bonds Are Screaming "Something's Wrong"
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This week I also wrote about why incoming Fed Chair Kevin Warsh is not in an enviable position. He may have just accepted the worst job in global finance at the worst possible moment.
New Fed Chair Kevin Warsh’s Job Is Impossible
I also explained why I think this recent rally will end in severe panic. I can’t help but have visions that we are in the late stages of a market blowoff top that, as I have detailed this past week, is being driven less by fundamentals and more by mechanical options activity, concentrated speculation, and a level of complacency that tends to emerge near the end of major asset bubbles.
This Rally Ends In Panic
I also put forth the idea that rate hikes could be incoming. We got two horrific datapoints this past week that, when combined with some key comments from days ago, seem to be pushing the Fed closer to rate hikes than they’ve been in a long while.
Time For Rate Hikes
Here’s what else is new on the blog:
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