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3
Robin Wigglesworth
Editor of FT Alphaville and author of A Fabulous Debt
Винрейт
66.7%
доходность
+2.2%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
17 авг
$79.71
-0.2%
High yield is now far more solid than it has ever been because risky lending migrated to private credit; over half the high-yield market is BB, its technicals are strong, while private credit saw too much money flood in too quickly, used spray-and-pray origination, and now faces a default cycle likely worse than backward-looking numbers suggest.
Облигации и ставки
Лонг
17 авг
$484.96
+3.8%
Credit rating agencies are a stubborn oligopoly because investors and mandates need a common language of credit; their letter ratings are more accurate than critics think, the designation is enshrined in law, and AI is unlikely to displace the need for a Moody's or S&P rating brand.
Рынки капитала
Лонг
17 авг
$418.80
+2.9%
Credit rating agencies are a stubborn oligopoly because investors and mandates need a common language of credit; their letter ratings are more accurate than critics think, the designation is enshrined in law, and AI is unlikely to displace the need for a Moody's or S&P rating brand.
Рынки капитала
Показано 3 из 3 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Robin Wigglesworth на Buzzberg отслеживается 3 торговых идей по 3 тикерам с августа 2026. Чаще всего покрывает: SPGI, MCO, HYG.
