April 21, 2023 ARC Report
Key ARC Findings for the Week of April 22, 2023: The ARCs remained relatively constant over the last week at $332 billion. The difference between the
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June 20, 2022 ARC Chart
ARCs are bonds trading with a YTM>10% and not in default. They measure the tip of the iceberg of financial distress.
May 20, 2022 ARC Chart
An overview of the last twelve months, May’s ARC chart shows double the trouble from April 2022 to May.
Shaken, Not Stirred
One of the signatures of James Bond is his fondness for martinis prepared in a specific manner: “shaken, not stirred”. In some ways, “shaken, not stirred” also reflects today’s markets —shaken, but not stirred by the pandemic.
The 2020 Olympics and Corporate Twisties
In the 2020 Olympics we saw that unforeseen strains can impact leaders. But we also witnessed the benefits of having a strong enough team and deep enough bench that others can step up in unfortunate circumstances. What about your business? What if your CEO gets a case of the corporate twisties and cannot perform?