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Fourth-Quarter Small Cap Selloff: Teflon Momentum (aka Schadenfreude delayed)

Equity markets finally sold off. That should be bad for Momentum, right?

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Private Credit Spreads are below their Historical Average

It is important to remember that Investment Grade Private Credit represents a long-term strategic allocation.

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U.S. Housing: Headlines Suggest Trouble

But what do Mortgage Credit Fundamentals Say?