Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Inflation and Tariffs: How Market Volatility Impacts Fixed Income Investors
March 31, 2025, 8:40 p.m.
Diving into the Fed’s Balancing Act
Feb. 28, 2025, 8:41 p.m.
The Land Down Under: Diving into Australia’s Economy and Investment Opportunities
Feb. 14, 2025, 8:41 p.m.
Diamond Hill's Song on Credit Outlook, Landscape
Jan. 22, 2025, 8:41 p.m.
Bond Market Dynamics and Home Equity Securitization Trends
Nov. 26, 2024, 8:41 p.m.
Decoding the Fed's 50 Basis Point Cut: Implications for Fixed Income
Sept. 25, 2024, 6:18 a.m.
Jackson Hole Takeaways: A Fixed Income Perspective
Aug. 29, 2024, 5:26 p.m.
Uncovering Opportunities in Commercial Real Estate: The Power of Location
June 26, 2024, 1:02 a.m.
Exploring Health Care's Frontier: Biotech, GLP-1s and Global Pricing Dynamics
May 21, 2024, 8:14 a.m.
April Fixed Income Insights: Understanding Market Dynamics
May 15, 2024, 4:54 a.m.
The JRo Show: Interview With Win Murray
April 1, 2024, 6:26 a.m.
It Ain’t Over Until It’s Over: A Look at the Fixed Income Markets in 2024
March 28, 2024, 3:52 a.m.
The Fed vs. the Market: Decoding Mixed Signals
Feb. 25, 2024, 11:35 p.m.
Making Sense of the Bond Market Rally and What Comes Next
Dec. 19, 2023, 12:04 p.m.
Examining the Fed, Inflation and Interest Rates: An Update for Fixed Income Investors
Nov. 22, 2023, 8:37 a.m.
Reading Between the Spreads: Corporate Debt Dynamics in Shifting Markets
Oct. 3, 2023, 5 p.m.
Global Investment Expeditions, Part 2: A Journey Through Scandinavia, Canada and India
Sept. 21, 2023, 11:26 p.m.
Global Investment Expeditions – Part 1, Exploring Japanese Culture and the Stock Market
Aug. 30, 2023, 10:12 a.m.
Staying Strong or Showing Stress? An Update on the Consumer
June 26, 2023, 2:13 p.m.
3-2-1 Liftoff – Rates Are Rising…What’s Next?
June 25, 2023, 8:05 a.m.
Agricultural Impact from Putin’s War
Leveling Up in the Video Game Market
Long-Short Investing: A Straightforward Approach in a Complex Environment
Bond Market Spotlight: Commercial Mortgage-Backed Securities
Bond Markets – With Great Volatility Comes Great Opportunity