Fil's Randoms On The Markets
Fil ZucchiMarkets, Finance & Occasionally Economy
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 52 | Subscribers | Read | filzucchi.substack.com |
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Latest Issues
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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...
"Meet The New Year, Same As The Old Year"...Random Thoughts For 2026
One of the near-certainties of the trading and investing business is that New Year predictions tend to have the shelf life of sushi stored in the desert sun. However, certain “tells” have served me well for decades; I intend to keep trackin...
Post-Mortem on Some 2025 Ideas
And just like that, another year is gone, which makes it as good a time as any to look back at how some of my 2025 ideas worked out. The italics is the original post.
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...
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