News
Weekly bond digest: October 26 – November 1, 2026
US 10Y yield fell 7bp to 4.93%. Heimstaden led gainers (+6.3%), Intrum led losers (-3.1%), S&P lifted Telecom Italia to investment grade.
France’s Budget Crisis: Why Markets Price an Aa3-Rated Country Like a Weaker Credit
France debt crisis bonds: the 10-year OAT pays 152bp over Bunds, more than BBB+ Italy, despite an Aa3 rating. What it means for holders.
The 4% Rule: How Much Do Bonds Actually Help?
4 percent rule bonds backtest: in 1,509 U.S. retirements since 1871, bonds barely cut 4% failure rates but lifted the worst case from 3.1% to 3.8%.
Weekly bond digest: October 19 – October 25, 2026
US 10-year yield falls to 5.00% as French bond stress spreads. Ukraine's 2035 bond leads gainers, Virgin Media O2 bonds slide. Moody's lifts TSMC.
Risk Parity for Retail: Stocks and Bonds at Equal Risk
Risk parity portfolio for retail investors, backtested 1973-2026: stocks and Treasuries at equal risk earned 8.1% a year vs 9.4% for 60/40.
Barbell vs Bullet vs Ladder: Three Ways to Own Bonds
Bond barbell vs bullet vs ladder at equal duration, 1977–2026: the bullet earned 6.12% a year, the T-bill barbell 5.49%. When each one wins.
Weekly bond digest: October 12 – October 18, 2026
US 10-year yield falls to 5.07% as AI fears spread. Long US bonds lead gainers, CoreWeave's 2030 bond drops 6.2%. S&P lifts Sandisk to BBB.
The Permanent Portfolio (25/25/25/25), Backtested
Permanent portfolio backtest, 1972-2026: Browne's 25% stocks, bonds, gold and cash earned 9.2% a year with a worst year of -11.3%. Full results.
Bond Ladder vs Bond Fund: Which Actually Wins?
Bond ladder vs bond fund, tested on 56 years of Treasury data: 5.83% vs 5.79% a year. Why fees and payout dates decide, not returns.
Weekly bond digest: October 5 – October 11, 2026
US 10-year yield hits 5.36%, a 24-year high, then eases. Ukraine and Romania bonds gain, Paramount bonds fall. S&P cuts Nike to A.
