On Bubble Watch

In his latest memo, Howard Marks addresses the much-asked question, “Is there a bubble in AI?” He identifies the uncertainty associated with AI investments and the conspicuous parallels to previous bubbles, while also acknowledging why those comparisons could be inappropriate. Gi ...  Show more

In his latest memo, Howard Marks examines the recent string of well-publicized credit problems. He considers how they serve as a reminder that the yield premium offered by sub-investment grade credit isn’t a freebie, but rather compensation for bearing credit risk. While good tim ...  Show more

You can tell a lot about the market by analyzing what sectors and stocks are leading...and what sectors and stocks are lagging. So, what message are the markets sending out NOW? What should investors consider buying...or selling...as we head into the fourth quarter of 2024? To ge ...  Show more

The down-to-the-deadline nature of Trump’s trade policy has created market uncertainty. Our Head of Corporate Credit Research Andrew Sheets points out a silver lining. 

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Welcome to Thoughts on the Market. I'm Andrew ...

Les Nanberg of Cornerstone Wealth Management in Boston said he sees big slowdowns in economic activity around the world, including the United States, and ntoed that itnerest rate cuts will not do much to stem weakness, especially with a trade war making growth and recovery more d ...  Show more

Our Head of Corporate Credit Research shares four reasons that he believes credit spreads are likely to stay near their current lows.

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Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Researc ...