Chatter Around the World – 155

Chatter Around the World is a curated weekly update of articles related to economics, investing, dividends and personal finance. In these weekly updates, I also capture my blog updates and news related to my portfolio holdings.

MS default cycle_0

Global Corporate Defaults On Pace To Surpass Financial Crisis Record

Let’s dive into the links that caught my attention this week.

Updates from My Portfolio Holdings

Interesting Reads

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Have a wonderful weekend!

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14 thoughts on “Chatter Around the World – 155

  1. JC says:

    Thanks for the mention and the guest post this past week.

    I’m curious how they define the t value in that graph. Is Zero Hedge calling for a recession in the next year? I’m only curious because that graph could very well look completely different compared to what it will actually look like when the next recession eventually comes and then moves into the next recession.

    Hope you have a great weekend.

    • You are welcome JC and thanks for the opportunity to guest post.

      The chart is originally from Morgan Stanley, and most of the defaults are currently contained in the commodities market, but that could spread to other sectors too. Im not certain how the t0 is defined, but as is with most financial metrics, its probably retrospective. My guess is that they have a sliding window and will move and plot it once the next recession has come and gone to overlay on the previous graphs.


  2. Thank you for the mention R2R

    I actually monitor several HY Funds, and they are doing pretty well. There is a “trader” called Gary Smith, who made a lot of money by switching in and out of junk bond funds. You may like his first book.


    • Hi DGI,
      I dont monitor the HY funds that closely, but I do like to keep an occasional eye on it. The defaults seemed to be contained to the commodity sector, which might explain why the overall fund isnt suffering a collapse overall. Thanks for the recommendation.


  3. Hi R2R —

    Thanks again for your “chatter” series — its great to be able to browse through the linked articles to see if there’s anything I missed during the past week.

    Take care!
    FerdiS, DivGro

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