Another is what sometimes seems like an endless stream of warnings about a top in the bond market is featured in Barrons this week. The fundamental arguments are clear enough. However, when the pundits are warning people, the top is usually still a ways off.
An interesting play might be high yield such as HYG as the spread between "junk bonds" and Treasuries is historically high for the current level of defaults. There are three ways this might correct: defaults are going to go way up, Treasury yields will rise, the yield on the junk bonds will fall.
As always, the blog is mostly about trading, so longer term investments are only talked about in general terms.
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