Merton provides a powerful tool to consider credit spread and the underlying - here Russell 2000. Up 30%?
George, you're a gem! Thanks for doing this.
If we can get a bit of a rally in US bonds, the Russell 2000 should fly.
https://schrts.co/fAnjevXe
But if commodities continue to rally, bonds will fall.
https://schrts.co/BcjKjuxK
Maybe the rally in gold and silver today is more fear driven?
I love these video segments. I'm learning more from them. Thank you!
George, you're a gem! Thanks for doing this.
If we can get a bit of a rally in US bonds, the Russell 2000 should fly.
https://schrts.co/fAnjevXe
But if commodities continue to rally, bonds will fall.
https://schrts.co/BcjKjuxK
Maybe the rally in gold and silver today is more fear driven?
I love these video segments. I'm learning more from them. Thank you!