The SVB Crash Was Just The First Domino
In light of the past week’s extraordinary market events, we’re releasing this “state of the markets” briefing.
bonds
What to Watch After the SVB and Signature Bank Collapses
In today’s special edition of Something You Don’t Know, you’ll find an important briefing from credit analyst and author Martin Fridson, who leads Porter & Co.’s Distressed Investing team.
The Last Time This Happened, the Stock Market Slumped for 16 Years
In many ways, the 2020s inflation scenario matches that of the 1970s.
Coming Soon: The Boeing Collapse
One of many casualties of the coming corporate debt implosion.
A Flood of Funds Are “Gating” Their Money – Here’s What It Means
Investors Suddenly Denied Access to Their Own Funds… The day after Slava was sent to the funny farm, his wife marched into our skyscraper office in downtown Moscow – and pulled an Al Haig. Al Haig was Secretary of State when U.S. President Ronald Reagan was felled by an assassin’s bullet on March 30, 1981.
Better Than Buffett, Plus A 16% Dividend
We’re calling the coming market carnage in corporate bonds The Greatest Legal Transfer of Wealth in History. The explosive growth, and deteriorating quality, of the “investment grade” bond universe will play a major role in the coming corporate debt crisis.
A Quick Update on our October 14th Recommendation
We received some questions over the weekend about our Friday recommendation, the MicroStrategy convertible bonds… so we’ve put together a bond buying guide today to make it easier for you to get up to speed.