Two steps back
Published on MarketWatch May 3, 2010, 12:01 a.m. EDT Commentary: Low-profile financials, chemical and drug makers look solid By Alan Lancz TOLEDO, Ohio (MarketWatch) – The old adage about selling…
As quoted in Barron’s – March 31, 2003
We would limit any new fixed-income investments to either select high-yield positions, or inflation-protected bonds (TIPS). TIPS currently have a very low breakeven inflation rate versus Treasuries, meaning that inflation…