Don't Fool Yourself: Higher Rates WILL Bring Pain To The Credit Markets | Alf Peccatiello

Don't Fool Yourself: Higher Rates WILL Bring Pain To The Credit Markets | Alf Peccatiello

Since the October lows, stocks have roared back to record highs, and bonds have risen solidly as US 10yr Treasury yields have dropped from 5% to near 4% Will the bull run continue through the rest of 2024? It is an election year in America after all. Or, have the animal spirits carried assets to unsustainable prices, putting us in danger of a painful sell-off? To find out, we have to good fortune to hear from bond expert Alf Peccatiello of The Macro Compass. He predicts that the higher cost of debt brought on by higher interest rates will indeed start causing many over-leveraged companies to start buckling as $2+ trillion in US corporate debt matures between now and end of 2025. Follow Alf at https://themacrocompass.substack.com/ And if an accredited investor interested in learning more about his new macro fund, email Alf at fund@themacrocompass.com


WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bonds #unemployment #recession

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High Yields To Pull Asset Prices Down | Danielle Park

High Yields To Pull Asset Prices Down | Danielle Park

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceRising bond yields are actually a good thing, says money manager Danielle Park...

11 Loka 1h 40min

Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts

Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceWORRIED ABOUT THE MARKET? SCHEDULE Portfolio manager Lance Roberts calculates ...

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Markets Face A Double-Threat Today | Jim Iuorio

Markets Face A Double-Threat Today | Jim Iuorio

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencevClear signs that AI stocks are in a major bubble, along with swiftly-rising b...

8 Loka 1h 2min

Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks

Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencevThis morning, macro analyst Stephanie Pomboy returned for her monthly livestr...

7 Loka 1h 3min

Pain Ahead For Markets As Interest Rates To Rise "For Generations To Come" | Chris Whalen

Pain Ahead For Markets As Interest Rates To Rise "For Generations To Come" | Chris Whalen

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencevBanking analyst Chris Whalen expects interest rates to rise "for generations ...

6 Loka 1h 4min

ALERT: 2027 Will Be A "Disaster" For Both Stocks & Bonds | Michael Pento

ALERT: 2027 Will Be A "Disaster" For Both Stocks & Bonds | Michael Pento

EXPIRES AT MIDNIGHT TONIGHT!! LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencePlan for next year to be a "d...

4 Loka 42min

Time To Buy Bonds? | Lance Roberts

Time To Buy Bonds? | Lance Roberts

ONLY 1 DAY LEFT TO LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conference"Today's bond yields are a gift", says p...

3 Loka 1h 12min

No Living Investor Has Seen A Time Like This Before | Lawrence Lepard

No Living Investor Has Seen A Time Like This Before | Lawrence Lepard

ONLY A FEW DAYS LEFT TO LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceLawrence Lepard is convinced anothe...

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