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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!
Kevin C. Smith, CFA @crescatkevinThe 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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“An explosive critique about the investment industry: provocative and well worth reading.”
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NPR: Bubbles, Bikes and Biases
Financial bubbles feel exciting until the busts devastate; trouble is that the two go hand in hand. From a single stock to the entire stock market, Dutch tulips to American houses, Beanie Babies to cryptocurrency, a bubble can form around … Continue reading
The path to a 90% emissions reduction by 2035
The climate emergency requires climate solutions. And fast! … a new analysis suggests that 90% of the job could be achieved by just a handful of disruptive technologies that are very real indeed, and are already either disrupting their markets … Continue reading
Evolving food for taste, health and planet
The things that are ailing our planet and our health meet in the food we grow and consume; so do the solutions. This discussion is a valuable update on all the latest science and developments. Well worth the time invested. … Continue reading
