Altimetry’s High Alpha Newsletter | This Misunderstood Market Is Creating a Big Opportunity
Yesterday, we discussed why concerns about an imminent recession are misplaced. Thanks to the drop in the cost for corporations to refinance their debts since early 2019, debt maturities are starting to be pushed out. And without a debt crunch, there’s no risk of a recession. But even corporations’ reported costs to borrow overstates how risky … Read more