Newsletter
JOJO: It's Time For A Reckoning In Junk Debt
There Are No Gurus, Only Cycles
Latest
Macro Observations
Let’s Talk About That Crazy Liberation Day In The Markets
Happy Liberation Day! For most investors, the only thing they’re getting liberated from is the money in their portfolios. If Trump’s tariffs had ended up being roughly what the market expected, I think we could have very well seen a neutral or even a positive reaction from risk
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High Yield Spotlight
Why Is JEQ Merging Into ASGI
What Does It Mean For Income Investors?
Global View
The Real Risk
How Will China and Mexico Respond?
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IN 1 DAY: CE Credit - Maximizing Income Investing in 2025 (Exclusive Webinar)
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Leaders-Laggards
Delinquencies On The Rise
Sounds...liberating.
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IN 2 DAYS: CE Credit - Maximizing Income Investing in 2025 (Exclusive Webinar)
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Weekly Signals
It Was Always About Japan
Not Trump.
Closing Thoughts for the Week
Remember AI?
Few.
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IN 1 HOUR: CE Credit - Navigating Market Volatility: Covered Call Enhanced Equity Income Strategies for 2025 Webinar
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Macro Observations
What If The Fed Doesn’t Cut At All In 2025?
As it stands right now, the Fed Funds futures market is pricing in roughly three rate cuts by the end of the year, starting with the first cut in June. That’s a more dovish stance than we saw just a month ago when the market was leaning towards just