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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: August 2026
What happens to life Insurance and pensions if the AI Bubble bursts?
Different cycle, similar Enron-esque financial tricks and behaviours have compounded financial and contagion risks. The segment below connects some important dots. AI infrastructure is being financed by some of the world’s most conservative pools of capital, including life insurance companies … Continue reading
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Understanding the A.I trade
Many good observations in this segment. If you have money in the stock market, you should understand what you are betting on. AI-linked stocks account for a record 45% of the S&P 500’s total market capitalization and drive nearly all … Continue reading
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Serious question: What have you learned?
Equity valuations are the most inflated since the infamous bubble tops in 2000 and 1929 before that, and far beyond the 2007 and 2022 cycle tops. This is evident below in one of the most historically insightful valuation metrics, the … Continue reading
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