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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
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Asset bubbles cast long shadows
The Canadian Real Estate Association (CREA) has downgraded its forecast for home sales in 2026, while the number of homes sold across the country in March fell 2.3% from a year earlier. See, CREA lowers home sales forecast for 2026 … Continue reading
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Gambling is a tax on ignorance; insider bets are capitalizing on positions of trust
The proliferation of gambling is a way to tax the poor and ignorant, and has enabled taxes on the wealthy to continue to fall. These trends are unsustainable; the question is, how do they end? In this episode, Warren Buffett … Continue reading
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What’s driving markets beneath the surface
Many lucid points are made in this discussion. This is an exclusive “Hedgeye Investing Summit” interview between Jim Bianco, Founder & President of Bianco Research, and Hedgeye CEO Keith McCullough. The discussion focuses on the current macroeconomic environment and the … Continue reading
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