If I may add on your comments related to IG and HY indices. It is of interest the way preferred stocks $PFF behave, especially compared to IG and HY. They have been outperforming significantly from the start of '23 and continue doing so. Going long LQD vs short PFF looks like an opportunity worth checking out.
As always, I am stunned by the amount of work you put in the weekly reviews. You're so under followed.
If I may add on your comments related to IG and HY indices. It is of interest the way preferred stocks $PFF behave, especially compared to IG and HY. They have been outperforming significantly from the start of '23 and continue doing so. Going long LQD vs short PFF looks like an opportunity worth checking out.
As always, I am stunned by the amount of work you put in the weekly reviews. You're so under followed.
Keep it up, FX!
Thank you, definitely means a lot coming from you!
Your input is always appreciated, especially since my look at credit markets is pretty superficial and I learn a lot from your Substack!
kudos.
The amount of content you have here is amazing. Thanks!
🙏
Awesome stuff here!
Thank you!