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Cory’s Chart Corner
Great chart from @crescatkevin on growing delta between CCCs and BBBs. Carry-on as if everything is normal!
The second indicator is widening CCC vs. BBB credit spreads.
Credit markets are generally quicker to pick up on deteriorating corporate cash flows than equity markets. While the S&P 500 Index has been hitting new all-time highs over the past six months, US triple-C credit
Daily Archives: August 11, 2019
Value discipline wins the full cycle race
A friend just sent me this clip. A good many truths lie herein. Just one stand out observation is that today the money business has replaced a focus on fiduciary and stewardship with a focus on ‘gathering your assets and … Continue reading
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