Menu Close

Category: Other Guys

Economic and and financial news and analysis from respected observers. Because I publish it, doesn’t mean I agree with it.

Bloxheads

FEEDWell, I guess the “R-Word” is off limits, so I’ll instead refer to the denizens of WSB as brain-dead. At least until the Association for Brain-Dead Dignity comes after me, at which time I’ll be foreclosed from using the &#82…

The Credit Recoupling

The graph below shows the stock market (in blue, by way of the SPY) and the junk bond market (by way of JNK, although you just as easily look at SJNK, HYG, EMB, or a variety of other debt-sensitive instruments). My view is that credit will lead the…