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Fixed Income

Corporate Bonds

A loan to a company, with terms set out in an indenture. The yield compensates for the time and for the possibility that the company does not pay.

Intermediate3 min read
Fixed Income

Credit Ratings

An opinion on the likelihood of repayment, expressed on a letter scale, produced by firms paid by the issuers they rate.

Intermediate4 min read
Fixed Income

Credit Spreads

The extra yield over a government bond of the same maturity. It compensates for default risk and for liquidity, and it is one of the better-watched indicators of financial conditions.

Intermediate4 min read
Fixed Income

Embedded Options

A call gives the issuer the right to repay early; a put gives the holder the right to demand repayment. Each is an option, and someone pays for it.

Advanced4 min read
Fixed Income

Municipal Bonds

Debt issued by states, cities and their agencies. The interest is generally exempt from federal tax, which changes how the yield should be compared to anything else.

Intermediate4 min read
Fixed Income

Inflation-Linked Bonds

Bonds whose principal adjusts with a price index. They pay a real yield, and the difference against a nominal bond is the market's inflation expectation.

Intermediate3 min read
Fixed Income

Ladders, Barbells and Bullets

Three ways of arranging maturities across a bond portfolio, each with a different response to a change in the shape of the yield curve.

Intermediate3 min read
Fixed Income

Bond Funds and Individual Bonds

An individual bond matures; a fund does not. That single difference produces most of the distinction between them, and it is smaller than it is usually made to sound.

Intermediate4 min read
Fixed Income

Money Market Funds

Funds holding very short-term debt, designed to maintain a stable value. They are not deposits, they are not insured, and the distinction has mattered twice.

Foundations4 min read
Fixed Income

Defaults and Recovery

A default is a failure to meet the terms of the indenture, which is not always a failure to pay. What holders recover depends on their position in the capital structure.

Advanced3 min read
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