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?...
...“A railroad strike would be bad,” Robert Reich, a professor at the University of California, Berkeley, and former US labour secretary in the Bill Clinton administration, tweeted....
...Email us your theories: robert.armstrong@ft.com and ethan.wu@ft.com....
...Yet Martin Margulies — Marty to his friends — was there, and the sale was the trigger that set the real estate developer on his path to collecting art....
...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....
...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....
...I spoke to Marty Fridson, chief investment officer at Lehmann, Livian, Fridson Advisors, and a longtime observer of the high-yield market....
...Olly Dobson resembles Michael J Fox in appearance and manner, but also brings his own wide-eyed boyishness to Marty....
...Marty Flanagan, Invesco’s chief executive, knows how painful asset management mergers can be, having only just digested the $5.7bn acquisition of smaller rival OppenheimerFunds in 2018, which was followed...
...[MUSIC PLAYING] Robin MartySo my name is Robin Marty. I currently live in the state of Alabama, but that’s a new place for me....
...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...
...“They are great because tenants get to share the wealth,” says Robert Sheppard, a mediator at law firm Sheppard-Uziel....
...The next Senate finance chair, Sherrod Brown, is also a strong ally of unions, as is Marty Walsh, the next secretary of Labor....
...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...
...Investment group Sixth Street Partners has hired former Goldman Sachs chief financial officer Marty Chavez as a senior adviser....
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