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Daily Journal archiveFund managers are wildly bullish on Treasury bonds (from Bloomberg)…
Read articleThe Fed’s rate hikes are finally starting to weigh on weaker corporate credits (from The Daily Spark)…
Read articleA recent survey finds junk bonds are the most popular “contrarian” bet among investors today (from Bloomberg)…
Read articleThe High Roller In Online Gambling
Read articleInvestment Chronicles Issue 08
Read articleThe first big wave of corporate debt is coming due next year (from Bloomberg)…
Read articleDespite rising risks, this indicator says there’s still no fear in the corporate debt markets (from Global Rates and Money Flows)…
Read articleA growing number of Americans are pulling money from their 401(k) plans to make ends meet (from CNN)…
Read articleMore households than ever are reporting it’s more difficult to access credit (from Nick Timiraos via X)…
Read articleCredit card defaults are now rising faster than during the Great Financial Crisis (from Game of Trades via X)…
Read articleWalmart warns of weakening consumer spending (from CNBC)…
Read articleCommercial mortgage-backed securities (“CMBS”) delinquencies hit a new post-COVID high last month (from Trepp)…
Read articleThere has never been a worse time to buy a home instead of rent (from The Wall Street Journal)…
Read articleMortgage demand has cratered (from The Kobeissi Letter)…
Read articleOverdue commercial property loans hit 10-year high at U.S. banks (from The Financial Times)…
Read articleThese banks have the highest exposure to commercial real estate (“CRE”) debt (from The Spread Site)…
Read articleThe multifamily segment of the CRE market – which has been a relative bright spot – is reportedly now showing signs of slowing, too (from m. stanfield via X)…
Read articleThis is the most unaffordable housing market in 30-plus years (from Game of Trades)…
Read articleTwo overlooked “spinoff” stocks that could be ready to soar (from Forbes)…
Read articleHere’s a list of event-driven trade ideas that are potentially actionable today (from ToffCap)…
Read articleAnd here’s a list of notable executive resignations and departures in November (from The Bear Cave)…
Read articleA summary of two special situation investment opportunities with near-term catalysts (from Idea Hive)…
Read articleThis upcoming spinoff could unlock significant value for shareholders (from ToffCap)…
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