Once Upon a Time in Boston
The Compound and Friends
Navigating the Bond Market Turbulence
This chapter explores the declining state of investment-grade and high-yield corporate bonds, emphasizing the broader implications for financial markets. It analyzes recent performance and systemic risks, particularly focusing on the challenges faced by companies like Carvana. The discussion extends to the impact of U.S. treasury yields and inflation expectations, connecting current dynamics to historical trends and potential changes in investment strategies.
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