Skip to main content

Below are some of the most interesting articles, quotes and charts I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.

Continuing our theme from last week, Brian Riedl recently wrote an important piece explaining the dynamics driving a potential “debt crisis.”

Investors might like to think this matters only to the bond market but the historical relationship between the two would suggest otherwise.

There are more “corporate zombies” in the markets today than ever before, especially within the small cap space.

While the broad stock market may not show it, these stocks are already beginning to price in the damaging effects of a rapidly rising cost of capital.

And such relative weakness in the most interest-rate sensitive segments of the stock market has been an effective warning signal for the broader market in the past.

Thanks for reading and have a great weekend.