Junk Bond Market Freezing Up
When does the Fed walk back QT?
When does the Fed walk back QT?
Something big is happening in China.
Investors have pulled more capital out of the sector than at any point in the past five years
“I think that June 16th, when we fell down to 3,666 on a closing basis…I think that was the bottom
Logic prevails
A continent in retirement
Few of our global institutions are structured to properly handle an aging/shrinking population
Another sign of excessive bearishness?