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![_Investinq Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1546642971126276097.png) 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

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**Related Topics**
[stocks](/topic/stocks)
[default risk](/topic/default-risk)

[Post Link](https://x.com/_Investinq/status/1944085333382951116)

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_Investinq Avatar 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

Engagements Line Chart

Related Topics stocks default risk

Post Link

post/tweet::1944085333382951116
/post/tweet::1944085333382951116