Credit Ratings
Does Evergrande Represent China's Lehman Brothers Moment?
The vast empire of the developer Evergrande Group is crumbling and could collapse; what chunk of the homebuilding industry might it take with it?
Just How Much Juice Is Left?
Here's my take on how to approach the stretched valuations in the credit market -- and how the action might be relevant to stocks.
Now's No Time to Form Emotional 'Bonds' With Your Candidate
Here's my take on keeping our feelings out of investing and how the Treasury and credit markets are reacting to the election.
The Charts of S&P Global Sit at a Technical Crossroad
Stand aside until we see if volume increases on the rally or increases on a selloff.
The Fed Isn't Going Negative, and Isn't Trying to Bail Out Losers, Either
Those chasing returns in credit need to be aware of what the Fed is and isn't trying to achieve, so let's dig in.
Let's Prep Your Portfolio for 2020
From bonds to energy to emerging markets, an examination of what might be hot and what might not.
We're Seeing Something Strange in the Credit Markets Right Now
BB- and B-rated bonds have performed well lately, but CCC-rated bonds are a different story -- this divergence hasn't happened in nearly two decades and it gives clues about what to expect for 2020.
Amgen Adds Celgene's Otezla to Bolster Pipeline at Pricey Valuation
Amgen is finally making an expected splash out of its cash pile, but questions are abounding about the cost paid for Celgene's Otezla.
Larry Culp's Cash Flow Comments Continue to Crush GE Stock
General Electric's CEO isn't inspiring much confidence.
Chart of the Day: Kraft Heinz Credit Outlook Is Troubling
KHC has a big problem on its balance sheet.