《Bonds Now》 作者：Marilyn Cohen, Chris Malburg【EPUB】

Leona沙地花

Title: Bonds Now: Making Money in the New Fixed Income Landscape
Authors:
Marilyn Cohen: 40-year bond market veteran, founder of Envision Capital Management, and Forbes columnist specializing in fixed-income strategies.
Chris Malburg: Financial journalist and author of How to Make Money in Bonds series.

Key Insights:
This tactical guide navigates post-2020 bond markets where 2% yields can still generate 10%+ returns:

5 Shockproof Strategies:
"Laddering": Stagger maturities to beat rate hikes
Fallen Angels: Snagging junk bonds from downgraded blue-chips
Municipal Arbitrage: Tax-free loopholes in high-tax states
ETF Traps: Why bond funds ≠ actual bonds
Duration Calculus: When 1-year T-bills outperform 10-year notes

Fed-Proof Plays:
Inflation-linked TIPS vs. Floating-rate notes
Corporate "crossover" bonds (BBB- to BB+)

Red Flags:
Zombie companies masking debt with cheap credit
The coming "refinancing wall" (2024-2026)


书名:《债券投资新策略：低利率时代的固定收益获利指南》
作者团队:
玛丽莲·科恩：40年债市老将，Envision资本管理创始人，《福布斯》专栏作家，专注固收策略。
克里斯·马尔伯格：财经作家，《债券投资获利》系列作者。

核心策略:
破解2020年后债市的2%收益率困局，实现10%+回报：

五大抗波动战术：
阶梯策略：用期限错配对抗加息
堕落天使：抄底蓝筹股沦落的高收益债
市政债套利：高税率州的免税漏洞
ETF陷阱：为何债券基金≠真债券
久期博弈：何时1年期国债比10年期更赚

美联储政策对冲：
通胀保值国债(TIPS) vs 浮动利率票据
跨界债券(BBB-至BB+)的黄金区间

危险信号：
靠廉价信贷续命的"僵尸企业"
2024-2026年"再融资墙"危机