Read ur piece thanks for sharing. Question: you say debt issuance is too hot which makes you think they will beat estimates. Then you go on to say that analysts agree with you. So why wouldn't their estimates embody this positive hot outlook?
$MCO and $SPGI are crushing it this year and will continue to crush it. Below is a piece i did on $MCO, have one on $SPGI out next week:https://seekingalpha.com/article/4354497-why-moodys-v-shaped-recovery-is-justified …
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Good question - my main thesis revolves around guidance, particularly for 2H 2020.
$MCO issued downbeat guidance for 2H 2020 and while some analysts are skeptical, on average estimates came down in response. I think they'll come back up as 2H plays out and issuance stays high:pic.twitter.com/ysNaLyjkx5
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