2025 A Very Different Year: Duration Over Credit, Value Over Growth, International Over U.S.
For 2025 so far, “duration over credit” has been the theme the bond market, since TLT is up +6.21% YTD, while HYG is +2.34%.
Valuation: Definition, How It Works, Methods
An article that describes what valuation is, demonstrates how it works, and exemplifies methods for applying it.
10 Stocks with the Largest Fair Value Estimate Increases During Q4 Earnings
The names with the largest fair value increases were information technology services firm IBM IBM and application software ...
The Evolution Of Second-Lien Financing In The Private Credit Market
Transforming Market Dynamics And The Rise Of Complexity. Second-lien financing has long stood as a flexible tool for ...