OUR THINKING

 

THOUGHTS. INSIGHTS. MARKET COMMENTARY.

 

  • Winning Streaks:
    Why You Should Pay Attention

    February 17, 2017

    The current rally in U.S. equities is quite extraordinary. New all-time highs, falling volatility and broad sector participation are just a few of the characteristics of the rally that started in November 2016 and continues today. The current momentum...

    Read more
  • Chapter 11 Filings Reach 2008 Level

    May 11, 2016

    Economic imbalances, anemic global growth and the bursting of the commodity super cycle has created a challenging environment for over-levered companies, a climate strikingly similar to 2008. Through May 3, 2016 US Chapter 11 filings have accelerated to match...

    Read more
  • Raising Rates Into Defaults

    January 12, 2016

    Yesterday markets saw a large default in the energy space.  Arch Coal filed for Chapter 11 bankruptcy citing tumbling domestic coal demand as the reason. Arch Coal’s default on $3.2 billion will raise the metals and mining sector’s trailing...

    Read more
Load More