Bond Market Turbulence: Navigating the Tariff Storm
The bond market hasn't had to reckon with serious tariff talk since the Nixon era. That changed dramatically on April 2, 2025—dubbed...
5 days ago3 min read
Marty Fridson and the High-Yield Revolution: Objectivity, Risk, and the Evolution of Corporate Finance
Marty Fridson, Chief Investment Officer at Lehmann Livian Fridson, has been recognized as a key figure in the evolution of high-yield...
Feb 274 min read
Why Have Bond Yields Jumped?
From September 17, 2024, the day before the Federal Open Market Committee (FOMC) commenced its current round of short-term interest rate...
Nov 21, 20245 min read
How Would Bond Prices Respond to a Fed Rate Cut?
As the anticipation builds for a possible rate cut by the Federal Open Market Committee (FOMC) later this year, bondholders are naturally...
Aug 15, 20243 min read
Hold Steady: Why Fixed Income Should Remain a Key Player in Your Portfolio
In today’s market, it might be tempting for investors to pivot away from fixed income assets in favor of equities. This is equivalent to...
Apr 28, 20243 min read
NYCB's 45% Plunge: A Stark Reminder of Lingering Regional Bank Challenges
The recent 45% drop in New York Community Bancorp’s (NYCB) stock is a visible signal that problems within regional banks are still...
Feb 6, 20242 min read
Why Now Is the Time to Stand By Bonds
In the ever-fluctuating world of finance, there's always an investment vehicle that stands out. Despite the recent wavering of...
Aug 23, 20231 min read
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...
Feb 15, 20234 min read
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...
Nov 8, 20223 min read
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...
Sep 21, 20224 min read
