Fil's Randoms On The Markets
Fil ZucchiMarkets, Finance & Occasionally Economy
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 56 | Founded | 4 years ago | Last Issue | 14 days ago |
| Active | |||||
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filzucchi.substack.comLatest Issues
Corporate Credit Just Won't Quit
Since I really don’t have time (and lately I haven’t felt like it either) to write an update on corporate credit, I gave Gemini a few hints, inserted some of the data and charts, and this is what it has come up with. It pretty much nailed i...
Random Markets...
I never thought I would be looking at markets for more than a month and not be able to find some kind of tenuous nexus between the moves in stocks, bonds, commodities, rates, or anything else that trades. But that’s where I am. Perhaps the...
The Times They Are A-Changin'
Things are changing quickly in the credit markets and mostly for the worse. At the beginning of February there were anecdotal concerns about leveraged loans to software companies potentially exposed to disruptions brought about by AI models...
The War With Iran: It's All About The Outcome
In my Twitter time-line comments about the US/Israel attack of Iran fall into three categories: Islamic/Hamas/terrorist sympathizers like @Ilhan @NYCMayor & co.; @Dems dying on the hill that the “orange ape” should have gone to Congress bef...
An Update On My Random Thoughts for 2026.
With January in the books, here is a check on how the guideposts I laid out in this article at the beginning of the year are faring. Only the original sections that deserve an update are reprinted below, and the update for each of those sec...
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