I'm going through this paper which uses Corporate debt to theorize mispricing on ranges COD's.
there is also this seminar
The paper is the coval stafford paper that is making the rounds... Which BTW is a working paper. and not a research paper.
But this is what I've been doing after i took a walk for an hour
Financial history doesn't repeat itself, but it often rhymes. You can't be stupid enough to trade off anything I say.... I'm lucky they let me out of the straight-jacket long enough to trade.
J. P. Morgan
Wednesday, April 8, 2009
My rockstar life
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