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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
Monthly Archives: January 2026
Mindless doesn’t end well
The content of this discussion is clear-eyed and important. Each of us must decide how to allocate our savings given the circumstances we are living through. Mindless following can appear to be progress until suddenly the bill comes due. Has … Continue reading
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Frozen housing markets hurting jobs and economic activity
Housing mean reversion is hurting jobs and economic activity. A building industry association says 100-thousand jobs in construction and related sectors are at risk. As Alan Carter reports, the housing downturn could erase $20 billion for Ontario’s economy. Here is … Continue reading
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Humanity, AI and financial markets
Cue the nervous laughter when watching the segment below. Financial markets have already become so complex and algorithm-driven that even trained experts are struggling to comprehend the moving parts. The timeless adage that we should only invest in what we … Continue reading
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