Featured Top Idea
RCL – Royal Caribbean Cruises Ltd.
Action: Buy 2032 6.250% Bonds CUSIP: 780153BU5 (5.428% YTW, 4.134% iYTW)...
The Latest from Weeklies News
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June 10, 2026
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June 3, 2026
Featured Top Idea
MOH – Molina Healthcare, Inc.Action: Buy 2031 6.500% Bonds CUSIP: 60855RAN0 (6.390% YTW, 5.458% iYTW) 
May 27, 2026
Featured Top Idea
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COIN – Coinbase Global, Inc.
Action: Buy 2031 3.625% Bonds CUSIP: 19260QAD9 (6.206% YTW, 4.618% iYTW)...
May 13, 2026
Featured Top Idea
KSS – Kohl’s CorporationAction: Buy 2031 5.125% Bonds CUSIP: 500255AX2 (9.133% YTW, 6.635% iYTW) 
May 6, 2026
Featured Top Idea
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HUM – Humana, Inc.
Action: Buy 2031 5.375% Bonds CUSIP: 444859CA8 (5.131% YTW, 4.384% iYTW)...
April 15, 2026
Featured Top Idea
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CIEN – Ciena Corporation
Action: Buy 2030 4.000% Bonds, CUSIP: 171779AL5 (5.107% YTW, 4.188% iYTW)...
March 25, 2026
Featured Top Idea
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XYZ – Block, Inc.
Action: Buy 2031 3.500% Bonds CUSIP: 852234AM5 (5.428% YTW, 4.523% iYTW)...
March 11, 2026
March 11, 2026
Featured Top Idea
ON – ON Semiconductor CorporationAction: Buy 2028 3.875% Bonds CUSIP: 682189AQ8 (4.803% YTW, 3.996% iYTW)
March 4, 2026
Featured Top Idea
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RCL – Royal Caribbean Cruises Ltd.
Action: Buy 2032 6.250% Bonds CUSIP: 780153BU5 (4.774% YTW, 3.924% iYTW)...
February 11, 2026
Featured Top Idea
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DFH – Dream Finders Homes Inc.
Action: Close Trade: 2030 6.875% Bonds CUSIP: 26154DAB6...
February 4, 2026
Featured Top Idea
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HLX – Helix Energy Solutions Group, Inc.
Action: Buy 2029 9.750% Bond CUSIP: 42330PAL (7.055% YTW, 6.256% iYTW)...
January 21, 2026
Featured Top Idea
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WMS – Advanced Drainage Systems, Inc.
Action: Buy 2030 4.000% Bonds CUSIP: 00790RAB0 (4.922% YTW, 4.546% iYTW)...
January 14, 2026
Featured Top Idea
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XYZ – Block Inc.
Action: Buy 2031 3.500% Bonds CUSIP: 852234AM5 (4.872% YTW, 4.438% iYTW)...
January 8, 2026
Featured Top Idea
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CIEN – Ciena Corporation
Action: Buy 2030 4.000% Bonds, CUSIP: 171779AL5 (5.069% YTW, 4.150% iYTW)...
December 17, 2025
Featured Top Idea
AR – Antero Resources CorporationAction: Buy 2030 5.375% Bonds CUSIP: 03674XAS5 (5.023% YTW, 4.421% iYTW)...
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December 10, 2025
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ON – ON Semiconductor Corporation
Action: Buy 2028 3.875% Bonds CUSIP: 682189AQ8 (4.914% YTW, 4.234% iYTW)...
November 26, 2025
Featured Top Idea
CRS – Carpenter Technology CorporationAction: Buy 2034 5.625% Bonds CUSIP: 144285AN3 (5.520% YTW, 4.424% iYTW)...
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November 19, 2025
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F – Ford Motor Company
Action: Buy 2028 6.625% Bonds CUSIP: 345370BT6 (4.554% YTW, 4.439% iYTW)
Buy 2030 9.625% Bonds CUSIP: 345370CX6 (5.014% YTW, 4.560% iYTW)
Buy 2031 7.450% Bonds CUSIP: 345370CA6 (5.214% YTW, 4.560% iYTW)
Buy 2032 3.250% Bonds CUSIP: 345370DA5 (5.554% YTW, 4.965% iYTW)
Buy 2032 6.100% Bonds CUSIP: 345370DB3 (5.578% YTW, 4.965% iYTW)...
November 5, 2025
Featured Top Idea
DFH – Dream Finders Homes Inc.Action: Buy 2028 3.875% Bonds CUSIP: 682189AQ8 (7.054% YTW, 6.094% iYTW) Aggregate Credit Market and Credit Fundamental Review
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Since the Fed started communicating plans to aggressively raise rates in the face of inflationary pressures, the Fed has changed from a dovish benefit to cost to borrow, to a hawkish headwind. After the recent ~250bps rise in the risk-free rate from 2021 lows, aggregate corporate cost to borrow has risen to levels that are at the high end of the prior bull market. They are nowhere near levels that signal a freeze or panic but are high enough to put pressure on corporates borrowing for growth. The newly elevated cost to borrow for corporates may make refinancing decisions and growth investment decisions tougher. This is why it is important that corporations have such healthy financial statements currently....You don’t have access to the Valens Research Premium Application.
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