INVESTMENT NOTES
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Investment research essays grounded in articles.
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1. Why a Treasury investment can lose moneySeparate coupons, yield to maturity, and duration, and calculate how changing yields affect a bond price.2. Why long yields can rise when the Fed cutsRead policy rates, term premia, balance-sheet policy, and the yield curve from a bond investor’s perspective.3. How Treasury yields reach the housing marketTrace long-term rates through mortgages, MBS, property valuation, and refinancing pressure.4. What to read before buying a TreasuryCompare bills, notes, and bonds, then work through brokerage access, quotes, accrued interest, maturity, and early sale.5. Choosing between bond ETFs, TIPS, and currency exposureCompare short, long, and defined-maturity funds, TIPS, and floating-rate notes, with distributions and currency effects.6. Build the bond plan before the rate forecastMatch maturities to spending dates and currencies, then examine rate, currency, and reinvestment scenarios.
1. Are ETFs tracking the same index really the same?Compare the benchmark, dividend treatment, implementation and trading price before ranking ETFs.2. The costs a headline expense ratio leaves outSeparate fund costs from trading costs and compare tracking difference, spreads and holding periods.3. Does a larger distribution mean a better investment?Distinguish distributions from total return and examine option income alongside your cash needs.