Topic

bonds

A collection of 12 issues

Prepare for A Bond-Market Rally

Speculators are betting heavily against the price of 10-year U.S. Treasuries. It's the second-largest short position since the CFTC began keeping records in 1992. History tells us this type of extreme positioning means bond prices are headed higher...

The Buy Signal No One Sees Coming

If the Federal Reserve is ending rate hikes, that means we’re reaching peak interest rates. And if you’re a bond investor, that’s a huge deal… because, if the coupon payment on sovereign debt isn’t going higher, soon you won’t be able to lock in today’s high yield.

Video Did Not Kill The Radio Star

Our latest addition to the Porter & Co. Distressed Investing portfolio is a bond that is secured by the assets of the largest owner of radio stations in the United States. It’s trading at a 17% discount to its $1,000 face value.

Portfolio Update: Big-Name Retailers Falter

America Is Bankrupt

America is not yet lost. But we are very close to the complete collapse of not only our financial system, but our entire way of life.

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.

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

After the 2008 Financial Crisis, lawmakers beefed up banking regulations and cracked down on the irresponsible lending standards that inflated the housing bubble. But trying to regulate away the next crisis is like playing Whac-A-Mole: The next crisis is going to pop up in a brand-new hole.