- Feb 15
- 4 min
Understanding the US Debt Ceiling
NEWS ALERT - U.S. Could Default as Soon as July if Debt-Ceiling Standoff Isn’t Resolved (The Wall Street Journal, February 15, 2023) What...
- Nov 8, 2022
- 3 min
A Good Entry Point for Income Investors
The Fed’s muscular effort to bring inflation under control has had repercussions across the investment spectrum. For example, one...
- Sep 21, 2022
- 4 min
Why you should not listen to the Doomsayers.
Every so often, on CNBC or in the Wall Street Journal, some investment luminary declares that it is time to get out of the market. The...
- Aug 24, 2022
- 1 min
In Case You Missed It ...
Last week we received some prominent media attention in response to research published by our partner Martin Fridson on the recent high...
- Jun 16, 2022
- 3 min
What to Expect During a Bear Market
The stock market officially entered bear market territory on Monday, June 13, according to the conventional definition of a 20% decline...
- Apr 18, 2022
- 1 min
Why Credit Markets Aren't Pointing to a Recession
Many look very closely at the yield curve to find clues of a potential recession. Credit markets/high yield bond spreads are perhaps even...
- Mar 28, 2022
- 4 min
What a Yield Curve Inversion Really Means
The changing relationship between short- and long-maturity U.S. Treasury bond yields is once again a hot topic. As the yield curve...
- Apr 8, 2021
- 1 min
Why You Shouldn't Sell Your Bonds, Even if Rates Are Rising
In history we have experienced several bond and stock bear markets. Most investors are familiar with the latter. In our white paper we...
