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Category Archives: Uncategorized
Ownership & Profile Of The U.S. Corporate Bond Market – Q4 2019
Summary Nonfinancial corporates grew their stock of outstanding bonds by over 80 percent from Q4 2009 to Q4 2019, moving from 21.80 percent of GDP in 2009 to 26.62 percent in Q4 2019 Conversely, the domestic financial sector continued to … Continue reading
Posted in Bonds, Uncategorized
Tagged Corporate Bond Market, Who Owns the Corporate Bond Market
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Too Short To Get Shorty
The stock market is clearly detached from economic reality and unmoored from any sensible valuation metric but it just keeps going higher. ¿Por qué. The market is going up because so many are caught offside betting it’s not going to … Continue reading
Three-Pointer At The Buzzer For Corporate Socialism
Wow, pretty disgusting and just the tip of the iceberg of the corruption taking place with the bailouts and PPP. Who would of thunk that one of the world’s most valuable and glamorous sports franchises, worth $4 billion, would be … Continue reading
The World’s Wealthiest
Just in case you’re curious… Source: The Visual Capitalist
“I Have Never Seen Such A Strong Market”
For oil storage. Watch the CEO of Nordic American Tankers (NAT) quote Cramer $70k per day to lease an oil tanker. Buy spot/sell forward and that arb should drive the forward/futures premium relatively close to the cost of carry. Traded … Continue reading
COVID Deaths Could Be Almost 60% Higher Than Official Count
Here is something we suspected for some time and now has been measured by the FT analysts. The noisier the data, it is best to focus on trends and not single data. The death toll from coronavirus may be … Continue reading
COTD: Size Of The COVID Lockdowns
COTD = Chart of the Day
America’s Bearish Day At The Beach
Summary We are growing increasingly bearish on America’s prospect to arrest the spread of COVID-19 due to growing restlessness over the shelter-in-place rules leading to quarantine fatigue, weak political leadership, and lack of uniform measures to mitigate the spread across, … Continue reading
Capitalism Has Changed Forever
Another must view. “Capitalism as we know it will likely be changed forever.” Here are some of the “lasting implications” investor Leon Cooperman sees from the coronavirus crisis. https://t.co/JIUDFQ30FW pic.twitter.com/vdwgy3lYPn — CNBC (@CNBC) April 23, 2020
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