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by Sean P. Simko
Strategic Fixed Income Investing: An Insider's Perspective on Bond Markets, Analysis, and Portfolio Management
Cover Page
Title Page
Copyright
Dedication
Contents
Preface
Acknowledgments
Part One: The Investing Environment
Chapter 1: Expect the Unexpected
THE MODEL HAS CHANGED
LESSONS LEARNED
FROM BAD TO WORSE
Chapter 2: Navigating through Troubled Water
DEBT CEILING
TRIPLE A: LOST, BUT NOT FORGOTTEN
POSSIBLE, BUT NOT PROBABLE, CONSEQUENCES
WARNING SIGNS
Chapter 3: Lessons Learned
PATTERNS EMERGE
MONEY MARKETS
TREASURY BILLS, THE FAVORED ASSET CLASS
MUNICIPALS FELT THE PAIN AS WELL
AUCTION-RATE MARKETS WERE HIT HARD
Chapter 4: Direction in a Sometimes Directionless Market
FINDING DIRECTION
Part Two: The Fixed Income Investor
Chapter 5: Define the End Investor
RISK
RISK-AVERSE INVESTOR
A PROBLEMATIC TRADE?
RISK-TAKING INVESTOR
DEFINE YOUR STRATEGY
ACTIVE STRATEGY
Chapter 6: Portfolio Construction
FACTOR 1: DEFINING YOUR RISK
FACTOR 2: ALIGNING GOALS
FACTOR 3: PORTFOLIO ANALYSIS
BOTTOM LINE
Chapter 7: Asset Allocation
THE ROAD MAP
GOING GLOBAL
Chapter 8: The Federal Reserve and Central Banks
HAWKS AND DOVES
THE FED FUNDS RATE
A SHORT-TERM FIXED INCOME INVESTOR
HOOKED ON ACCOMMODATION
DEPOSITS WITH CENTRAL BANKS
WHAT ABOUT THE UNITED STATES?
FOMC: LOOK FOR CLUES FROM THE FED STATEMENT
WHAT TO LOOK FOR FROM THE FED … CLUES?
FOMC STATEMENT: AUGUST 2011
QE OR NOT QE
CALMING STATEMENTS FOR INVESTORS
Chapter 9: The Economy and the Markets
THE PAYROLL PICTURE: THE BACKBONE TO THE ECONOMY
BUREAU OF LABOR STATISTICS WEBSITE
INFLATION: A FIXED INCOME INVESTOR'S ENEMY
CONSUMPTION: AMERICA'S FUEL
THE FEDERAL CHAIRMAN: THE WIZARD HIMSELF
Chapter 10: The Yield Curve
THE SPREAD
THE MONEY MARKET ARENA
THE DIRECTION OF RATES
A STEEP YIELD CURVE
A FLAT YIELD CURVE
AN INVERTED YIELD CURVE
LISTEN TO THE CURVE
Chapter 11: The Ladder and Why You Need One
HOW IT WORKS
THE LONG END POSES CHALLENGES
THE SWEET SPOT
LIQUIDITY
CONSISTENT COUPONS
WHY IS SUPPLY IMPORTANT?
PERFORMANCE AND HOW TO MEASURE IT
LOW-TURNOVER DILEMMA
SUCCESS OF A STRATEGY
Chapter 12: Alternatives to a Traditional Ladder Strategy
TIPS: THE OTHER TREASURY
CONSIDER MBS POOLS OF MORTGAGES
CONSIDER CORPORATE BONDS
FLOATING-RATE NOTES
THE BOTTOMING PROCESS
Chapter 13: Credit Analysis
THE AGENCY
CREDIT ANALYSIS: NECESSARY, NOT OPTIONAL
CREDIT FOR A PASSIVE STRATEGY
AFTER THE INITIAL APPROVAL
NOT ALL BONDS ARE EQUAL
STAY AHEAD OF THE HERD
Chapter 14: The Four Pillars of Trade Execution
THE FIRST PILLAR: EXECUTED PRICE
THE SECOND PILLAR: DEALER INQUIRIES
THE THIRD PILLAR: LIQUIDITY
THE FOURTH PILLAR: EASE OF TRANSACTION
Chapter 15: There Are No Roadblocks, Just Detours
KNOW WHAT YOU OWN
BANKING SECTOR
GO WITH YOUR GUT!
DON'T TAKE IT PERSONALLY
TRAPPED IN PURGATORY
Index
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