Bull Case for Risky Stocks Tied to Economy Expected to Flourish

Published on October 7, 2026

Signs of resilient economic momentum are reinforcing the bull case for US small caps, which have been under pressure lately in the face of soaring borrowing costs.

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SpaceX Credit-Risk Gauge Hits Record High on Fundraising Reports

October 7, 2026
A measure of SpaceX’s credit risk surged to a fresh high and the company’s bonds tumbled in the secondary market on Wednesday, following reports the company is in talks with banks and investors to raise $40 billion to buy chips from Nvidia Corp.

When 20% of Profits Won’t Do, Fund Managers Seek ‘Super Carry’

October 7, 2026
When Parthenon Capital Partners set out to extend its control of Kroll Bond Rating Agency, the private equity firm also sought a higher share of profits — known as “super carry” — to manage a new fund that would hold the prized portfolio company.