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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
Author Archives: Danielle Park
Danielle on The Jay Martin Show
Happy Canadian Thanksgiving! Canada’s economic bubble is starting to burst. Portfolio manager Danielle Park joins Jay Martin to unpack why Canadian housing is cracking, why boomers and millennials alike are overleveraged, and how investor psychology mirrors the final stages of … Continue reading
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Round and round the AI mulberry bush
OpenAI currently has a market value of $500 billion, with annualized revenue reported at $10 billion per year. It is not expected to be profitable for another 4 or 5 years and is preparing to raise tens of billions of … Continue reading
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How the AI bubble will pop and why we should all care
The AI infrastructure boom is the most important economic story dominating the news. However, the numbers don’t add up, and that realization is starting to spread. Read more in, This is How the AI Bubble Will Pop: Tech companies are … Continue reading
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