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Fil's Randoms On The Markets

Fil Zucchi

Markets, Finance & Occasionally Economy

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues49SubscribersRead filzucchi.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Coming "AI Fallen Angels" and the $2 Trillion Headache

In the world of corporate bonds, a “Fallen Angel” isn’t a brooding movie character; it’s an investment-grade company that gets downgraded to junk status (High-Yield). And right now, the credit market is nervously eyeing a number of cloud be...

2 months ago
12
3

It's That Time Again...Time To Pay It Forward

Dear Subscribers - despite a few offers through the years to take my content behind a paywall I always declined, mostly because I still remember how useful it was to have access to free ideas when I got started in this biz. Some of you have...

3 months ago
5
2

Let's Be (Very) Careful Out There

Before I plunge everyone into despair, first the good - and very important - news is that so far both IG and HY risk spreads are hanging tight. If they poke above 80/310bps they may add to the equity fears, but keep in mind that real risk t...

3 months ago
7
4

Podcast Notes No. 2: Macro Thoughts from Mark Dow

I try to listen to as many podcasts as possible featuring people I believe offer lots of value-ad on financial topics. During my recent trip back from the old country, I listened and took notes on four different podcasts. I then fed my scri...

3 months ago
7
1

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  • Fil Zucchi

    When 256 characters on FinTwit are not enough…

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