[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  StockMarket.News [@_Investinq](/creator/twitter/_Investinq) on x 17.7K followers Created: 2025-07-12 17:23:57 UTC I see your point—it’s about default risk mispricing between small-caps and junk. But then that’s a different thesis than “crash stocks to save bonds” or “Fed cuts when spreads blow out.” Small-caps can suffer without junk cracking. And that’s exactly what April showed equity carnage, rising yields, but credit held. So if the disconnect is your long-standing call, fair. But using it to argue that crashing stocks forces Fed cuts doesn’t hold up when the Fed just watched it happen. Appreciate the convo, it’s all in the pursuit of learning! Still love your content! XXXXX engagements  **Related Topics** [stocks](/topic/stocks) [default risk](/topic/default-risk) [Post Link](https://x.com/_Investinq/status/1944085333382951116)
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StockMarket.News @_Investinq on x 17.7K followers
Created: 2025-07-12 17:23:57 UTC
I see your point—it’s about default risk mispricing between small-caps and junk. But then that’s a different thesis than “crash stocks to save bonds” or “Fed cuts when spreads blow out.”
Small-caps can suffer without junk cracking. And that’s exactly what April showed equity carnage, rising yields, but credit held. So if the disconnect is your long-standing call, fair. But using it to argue that crashing stocks forces Fed cuts doesn’t hold up when the Fed just watched it happen.
Appreciate the convo, it’s all in the pursuit of learning! Still love your content!
XXXXX engagements
Related Topics stocks default risk
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