Surviving the bond bear market: Bondland's nuclear winter

INDICE: Foreword (Sherman McClellan & Tom McClellan, The McClellan Market Report). Preface. Chapter 1: Warning Signs. A Simple, 3-step approach. Warning Sign #1: Interest Rates. Warning Sign #2: Credit Problems. Warning Sign #3: Inflation/deflation. Warning Sign #4: Confiscatory Tax Rates. Warning Sign #5: Governmental Spending. Warning Sign #6: Foreign Influences. Warning Sign #7: Bond Fund Flows. Warning Sign #8: Bond Spreads. Added Symptoms of Nuclear Winterin Bondland. Enter the Bond Vigilantes. Interpreting the Warning Signs. Chapter 2: Manifestations of Nuclear winter. What Will Interest Rates Do? A Close-up Look. Tail Risk. Impact on Municipalities. States Sell Assets. Sale/Leaseback Deals for States. Chapter 3: Building Your Bond Fallout Shelter. Investment Vehicles That Work in a Bond Bear Market. Pre-crash Asset Allocation. Asset Allocation Before the Crash. Chapter 4: Deflation: A Possible Crack in the Fallout Shelter. The Case for Deflation. Deflation and the National Debt. Another Lesson from Greece. Combating Deflation. The Best Deflation Trade. The Probability of Deflation. Chapter 5: Bond Funds: Sell Today and Walk Away. When the boat is sinking faster than you can bail. Why the Move to Bond Funds? The Fallacy of Diversification. The Risk of Staying in Bond Funds. Which Bond Funds to Buy. The Biggest Bond Funds. Deciding to Exit Bond Funds. Exiting Bond Funds. Chapter 6: Financial Triage Center. Checking the Indicators. Financial Triage. Bond Fund Triage. Municipal Bond Triage. Corporate Bond Triage. Chapter 7: Rebalancing into the Nuclear Winter. Nuclear Winter Investment Strategy. Beefing Up Corporate Bond Holdings. 3 Action Steps. Municipal Bonds. Nuclear Winter Advantaged Investments. Rebalanced Portfolio for the Nuclear Winter. Chapter 8: Muni Bond Credit Famine. Day 14: War Room, 5:45 a.m. Unfunded Pensions and Other Social Disruptions. Swaps: Another Nail in the Municipal Coffin. Drowning in Debt Obligations. The Fallacy of Bankruptcy. China Syndrome of Municipal Defaults. Chapter 9: Investment Deficit Disorder. Day 227: El Burrito, Jr. Symptoms of IDD. Emergence of Bull and Bear Markets. Costly Starts and Flops. Strategy for Market Changes. Chapter 10: Recognizing the Bond Market Green Shoots. Tell-tale Trends. The Green Shoots Rebalancing Strategy. Chapter 11: Rebalancing into Bond Market Prosperity. Day 377, 3:45 p.m.: Sunny's Hand Car Wash. Changing Portfolio Strategies. Corporate Bond Strategy. Municipal Bond Strategy. Bond Fund Strategy. Portfolio Reports. Green Shoots Portfolio. Chapter 12: The New Bond World Order. United States: No Longer the World's Economic Force. America's Unhappy Investor. China: The Biggest Bond Vigilante. The Three Stages of the Bond Market. The Final Solution. Appendix: Automated Workbook Instructions. Forbes Tax Advantaged Inves

• ISBN: 978-0-470-93752-5
• Editorial: John Wiley & Sons
• Encuadernacion: Cartoné
• Páginas: 256
• Fecha Publicación: 23/03/2011
• Nº Volúmenes: 1
• Idioma: Inglés