INVESTMENT NOTES
#bonds
Investment research essays about bonds, grounded in filings and public materials.
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.