Today’s Signs of Corporate Stress

Today’s Signs of Corporate Stress

January 29, 2024 Throughout his history, legendary investor Warren Buffett and his company Berkshire Hathaway have raised huge piles of cash before bad economic times. Berkshire then deploys the funds at what it thinks is the right time towards the right companies....
Today’s Signs of Corporate Stress

Today’s Signs of Corporate Stress

January 22, 2024 Bankruptcies are bad. They certainly matter and aren’t looking good today. However, people often get too caught up with bankruptcies, especially when they’re only one piece of the puzzle. See, when companies are stressed, they have more options than...
Nearly Impossible for Folks to Buy a Home

Nearly Impossible for Folks to Buy a Home

January 15, 2024 Higher interest rates have essentially stalled out the U.S. housing market. It could greatly damage the economy. Even after falling from a multi-decade high of 8.5% in October, the average 30-year fixed mortgage rate remains greater than 7.0%. And...
Masking Some Deeper Economic Challenges

Masking Some Deeper Economic Challenges

January 08, 2024 While the outlook was doom and gloom for most of last year, stocks did great. The S&P 500 was up almost 25.0% in 2023. The popular “60/40 portfolio,” which consists of 60.0% stocks and 40.0% bonds, had a terrible year in 2022, losing 15.8%...
A Credit Market Freeze

A Credit Market Freeze

December 18, 2023 It’s a bad time to need money. Case in point: for the second year in a row, high-yield bond issuances are falling. In 2022, issuances fell by more than $280 billion, or 12% of the total market size. This year they’re set for another 10%...