“There’s A Good Chance The Selloff Is A Blip”: When Dumpster Diving Goes Wrong
In case there are still questions out there regarding how I feel about high yield (i.e.
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Heisenberg Crude Challenge: Why Are These Charts Absurd?
Ok, so we’re a broken record on HY and especially HY energy. And, you’ll recall,
Chart Check: Spot The Odd One Out
We’re going to pound the table, beat dead horses, shout from the rooftops, the whole
One Chart & One Question For High Yield Longs
If you’re still hanging onto high yield after the third largest weekly exodus in history
So You Want To Be An Oil Contrarian?
“Should oil rally $10, less than our commodity analyst forecast, from the current $52 to $62 by the end of 2Q (up 19%), the HY spread could decrease 48bp.”
Here’s What To Expect If Things Go “Wrong” In France
Well here we are, one day on following a setback for European populism, and as
Here’s How To Play An Increasingly Volatile Oil Market
If you needed a reminder that oil prices can be volatile and are hyper-sensitive to
So Yeeahhh… About That Reflation Thing
“While investors may return to the reflation narrative again, it’ll take more than a few political speeches to get them there.”
Chart Check: “There Goes Your Cushion”
Regular readers will recall that I have continually decried the fact that the central bank-inspired
“What Are You Paying For?!” One Bank Asks Whether French CDS Is Worthless
What protection are you paying for? Marine Le Pen’s proposal to take France out of the euro is once again raising questions about whether CDS will “do what it says on the tin”. As on previous occasions, we fear the answer is “not necessarily”
Look How Stupid People Are: Recapping A Spectacular January For High Yield
God knows I’ve been a persistent critic of HY credit for the better part of
15 Things We Learned About Donald Trump From His Interview With The Times
“People don’t want to have other people coming in & destroying their country”…
Jack Bogle: Beware The Meteoric Rise Of ETFs
You know, ETFs aren’t as safe as they may seem. This became readily apparent in
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