2021: Injections and Projections

What have you missed most over the past few months? Well, if you said “Grape-Nuts” we feel your pain. Our beloved cereal has gone missing from supermarket shelves across the US.

First produced in 1897 Grape-Nuts accompanied Sir Admiral Byrd to Antarctica and Sir Edmund Hillary to Mount Everest. But don’t worry. They’ll be back. The cereal, that is.

In the meantime Post Foods is running a contest. Ten lucky winners will receive a year’s free Grape-Nuts supply. Everyone else gets a coupon.

Credit investors, meanwhile, are hoping for a year’s healthy supply of deals. And it looks like both the economy and markets are cooperating…

▶︎ Read Feb 15 2021 newsletter: here

▶︎ Chart of the Week: here (by Refinitiv LPC The Middle Market Opportunity)