Today’s Trade Idea: Bond market opportunity and swing trading hold (due to CPI)

See the full position lineup of our bucket 2 swing trading portfolio HERE

See the full position lineup of our bucket 3 investment portfolios HERE

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Bond market opportunity and swing trading hold (due to CPI)

We are on bucket 2 swing trading hold this morning for now until we see how markets want to react to the August CPI report.

A word on the bond market – yield opportunity

While equity markets as a whole for the past 2 years have largely gone sideways, US bond yields have become increasingly attractive and we still see way too few self directed investors taking note of this.

We have had a bucket 3 allocation to the JPST (money market paper) since March. This ETF pays a juicy monthly dividend.

Look at the below chart, which shows just how juicy US shorter-term Treasury yields are (black line) compared to the longer-end as well as say Germany.

Chart: