10 Wednesday AM Reads
My mid-week morning train WFH reads: • Are Inflation-Fighting Bonds on Sale?: I just bought more Treasury Inflation-Protected Securities. Plus, more questions for your adviser about private funds (and happy 96th birthday, Warren Buffett) Jason Zweig on why he just bought more TIPS. (Wall Street Journal) • Forget the Bond Rout, Fund Managers Are in Party Mode:… Read More The post 10 Wednesday AM…
My mid-week morning train WFH reads: Treasury Inflation-Protected Securities (TIPS) are gaining traction for investors seeking inflation protection, according to Jason Zweig of The Wall Street Journal. Meanwhile, fund managers are celebrating despite a tumultuous bond market, with issues including Hormuz's closure, an AI-driven boom, and potential Fed rate hikes cited by Robin Wigglesworth of The Financial Times.
Ben Carlson notes a shift in investor sentiment towards bonds in December 2024, with fixed income now a less appealing asset class for many. In a separate piece, The American Affairs journal delves into policy distinctions between debt and equity over the past century. Meanwhile, a precocious investor-turned AI skeptic, now labeled as Wall Street's "Nostradamus of AI," illustrates the risks of overhyping future technology trends.
Written by urgent.news from The Big Picture's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.