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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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Nightmare on Main Street: record stock market leverage
Don’t kid yourself. If you have money in the stock market, you are not in a different stock market; you are in the most overvalued, leveraged stock market in history. Fact. On this episode of the WTFinance podcast I had … Continue reading
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Danielle on CBC Weekend Business Panel
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AI Bust Fallout ‘More Significant’ Than Dot-Com
A historic take-back period is baked into current pricing. The US stock market’s rally to new highs has been propelled by so few stocks that it’s reminding some on Wall Street of the runup to the dot-com bubble. George Noble, … Continue reading
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