Featured Top Idea
XYZ – Block Inc.
Action: Buy 2031 3.500% Bonds CUSIP: 852234AM5 (4.872% YTW, 4.438% iYTW)...
The Latest from Weeklies News
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January 14, 2026
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January 8, 2026
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CIEN – Ciena Corporation
Action: Buy 2030 4.000% Bonds, CUSIP: 171779AL5 (5.069% YTW, 4.150% iYTW)... -
December 17, 2025
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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
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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.... -
October 29, 2025
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HLX – Helix Energy Solutions Group
Action: Buy 2029 9.750% Bond CUSIP: 42330PAL1 (7.325% YTW, 6.215% iYTW)... -
October 22, 2025
Featured Top Idea
F – Ford Motor CompanyAction: Buy 2028 6.625% Bonds CUSIP: 345370BT6 (4.554% YTW, 4.439% iYTW)
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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)... -
October 8, 2025
Featured Top Idea
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XYZ – Block, Inc.
Action: Buy 2029 3.000% Bonds CUSIP: 22788CAA3 (4.556% YTW, 3.897% iYTW)... -
September 24, 2025
Featured Top Idea
CNC – Centene CorporationAction:Close Trade: 2028 2.450% Bonds CUSIP: 15135BAY7
2029 4.625% Bonds CUSIP: 15135BAT8
2030 3.375% Bonds CUSIP: 15135BAU5
2030 3.000% Bonds CUSIP: 15135BAW1
2031 2.500% Bonds CUSIP: 15135BAX9
2031 2.625% Bonds CUSIP: 15135BAZ4Aggregate Credit Market and Credit Fundamental Review
Read More
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.... -
September 17, 2025
Featured Top Idea
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EAT – Brinker International, Inc.
Action: Buy 2030 8.250% Bonds CUSIP: 109641AK6 (5.817% YTW, 4.875% iYTW)... -
September 3, 2025
Featured Top Idea
BRBR – BellRing Brands, Inc.Action: Close Trade: Buy 2030 7.000% Bonds, CUSIP: 07831CAA1
Aggregate Credit Market and Credit Fundamental Review
Read More
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.... -
August 27, 2025
Featured Top Idea
ON – ON Semiconductor CorporationAction: Buy 2028 3.875% Bonds CUSIP: 682189AQ8 (5.172% YTW, 4.379% iYTW) Aggregate Credit Market and Credit Fundamental Review
Read More
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.... -
August 20, 2025
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August 6, 2025
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UAA – Under Armour, Inc.
Action: Buy 2030 7.250% Bonds CUSIP: 904311AD9 (6.947% YTW, 5.611% iYTW)... -
August 5, 2025
MU – Base Case CDS 57bps, Base Case iCDS 23bps,
Negative Case iCDS 30bps, 2029 6.750% Bond YTW of 4.701%, iYTW of 4.201%,
Baa3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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July 23, 2025 -
July 23, 2025
Featured Top Idea
XYZ – Block, Inc.Action: Buy 2031 3.500% Bonds CUSIP: 852234AM5 (5.391% YTW, 4.756% iYTW)...
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July 16, 2025
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MUR – Murphy Oil Corporation
Action: Close Trade: 2028 6.375% Bonds CUSIP: 626717AN2
2029 7.050% Bonds CUSIP: 626717AA0...