Hints and tips:
...Marty Fridson, of Lehmann Livian Fridson Advisors, remains the most value-conscious corporate bond analysts. He argues spreads have ceased to make sense....
...So keep your wits about you, and while you are at it, send us an email: robert.armstrong@ft.com and ethan.wu@ft.com. How bad is the zombie problem?...
...If you’ve looked deep into the bond market’s eyes and seen its soul, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Marty Fridson of Lehmann Livian Fridson Advisors calculates that at current Sloos tightness, the slimmest high-yield spread on record before 2023 was 644bp, observed in 2020....
...Email us: robert.armstrong@ft.com & ethan.wu@ft.com....
...Email me: robert.armstrong@ft.com Come to the FT’s Investing in America Summit on October 6! Lots of big names for a discussion of international investment in the states....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Apple, the ultimate quality stock Yesterday’s column on quality and value stocks posed a dilemma, summed up as follows....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Gotta bounce?...
...I asked Marty Fridson, of Lehmann Livian Fridson, about junk bonds’ relative calm....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Sanctions and the Russian economy How much damage are sanctions doing to the Russian economy?...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Woah, China China stocks are taking a monstrous beating....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...The best gift I’ve received is a painting of Louis Armstrong, given to me by the grandson of the pianist Marty Napoleon, who used to play with him....
...I spoke to Marty Fridson, chief investment officer at Lehmann, Livian, Fridson Advisors, and a longtime observer of the high-yield market....
...Marty Fridson, chief investment officer at Lehmann, Livian, Fridson Advisors — and a longtime observer of the high-yield market — uses a five-factor econometric model of fair value in high-yield bonds....
...Marty Mosby, bank analyst at Vining Sparks, said he has recommended that clients who have benefited from the rally in bank stocks trim their exposure ahead of first-quarter earnings reports next month....
...Marty Mosby, an analyst at Vining Spark, said Goldman was “moving along the path” it outlined a year ago and would not be distracted from that “just because they have this shot in the arm from markets revenues...
...Now Marty Lipton and William Savitt have fired back in an equally withering memo....
...Marty Mosby, analyst at Vining Sparks, said the provisions taken by the banks were only about 15 per cent of the loan losses they were subjected to over a two-year timeframe in Federal Reserve stress tests...
...Robert Armstrong is the FT’s US finance editor Follow @FTMag on Twitter to find out about our latest stories first....
...robert.armstrong@ft.com...
...Subscribers can use myFT to follow the latest ‘coronavirus’ coverage Additional reporting by Arash Massoudi in London and Robert Armstrong in New york...
...Marty Mosby, analyst at Vining Sparks, said he was encouraged by signs of growth as Goldman pushes into its new businesses....
...They eventually result in lower funding costs as the overnight federal funds rate comes down, according to Marty Mosby, an analyst at Vining Sparks....
...Cycling’s new governing body has appointed a former UN war crimes investigator as one of a three-man commission to look into past wrongdoing, as the sport’s clean-up campaign in the wake of the Lance Armstrong...
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