Monday Morning Minutes: Market Recap for the week ending February 12, 2021
DoubleLine’s Jeﬀ Mayberry and Samuel Lau review the week of Feb. 8-12, highlighting the link between Silver Thursday and Super Bowl Sunday (think Lamar Hunt), betting on Las Vegas dealers’ knowledge of
the global economy and wondering if China’s digital-currency lottery will pay oﬀ. Jeﬀ and Sam dive into a listener’s question (starts at 26:00) on portfolio asset allocation and asses the risk-yield proﬁles of
investment grade corporate credit while rechristening high yield bonds as “junk bonds.” On the market front, Sam points out the recently witnessed rare spectacle of companies beating earnings expectations
but underperforming the S&P 500 Index.
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