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Rising Interest Rates

The Threat of Rising Rates and the Impact on TAA vs B&H Investing

We’ve written a lot here and on our sister site BetterBuyAndHold.com about the threat of rising interest rates. You can read some of our past work projecting returns for Treasury ETFs and other interest rate sensitive assets here and here. In a nutshell, assuming that we’re near the tail end of this 37+ year march […]

Filed Under: Random Thoughts, Rising Interest Rates

How to Play US Treasury ETFs in an Era of Rising Rates

In our previous post we demonstrated an approach to modeling US Treasury ETF performance in an era of rising interest rates. We showed results like the ones below, simulating the performance of various constant maturity ETFs from the interest rate peak in 1981 to the present (left half of the graph), and in a hypothetical […]

Filed Under: Rising Interest Rates

Modelling Treasury ETF Performance in an Era of Rising Rates

US Treasuries and other interest rate sensitive instruments form the backbone of many asset allocation strategies. Investors are justifiably concerned about a future of rising interest rates and the potential impact on those instruments. In this post we model that impact on constant maturity Treasury assets like the ETF TLT, which tracks long-term (20+ year) […]

Filed Under: Rising Interest Rates

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New from Our Blog

  • Our Take on “The Single Greatest Predictor of Future Stock Market Returns” May 28, 2023
  • A Key New Momentum Measure to Consider: Distance from 1-Year High May 21, 2023
  • Mark Virag’s “Momentum Based Balancing”: Relative Momentum Taken to the Extreme May 16, 2023

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