Micro Over Macro

Published on August 17, 2026

Chris Galipeau discusses high-conviction insights that go beyond media headlines.

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Lacy Hunt Turns Bearish: Studying His Reversal

August 17, 2026
Hoisington Investment Management — managed by Hunt and Hoisington — sharply reduced its clients’ bond duration and put the proceeds in Treasury bills. That reversal of such long-held opinions deserves serious attention. I will summarize Hunt’s new views and some counterpoints to help you assess his new stance.

Guggenheim Ties Sink Bonds Of $135 Billion Life Insurer Sammons

August 17, 2026
The company's bonds due in June 2036 were among the weakest performers in the US investment-grade bond market today.