Resources
Articles
![](https://bc-gumps.com/wp-content/uploads/2022/07/content-1-300x200.jpeg)
The State of the Economy
We believe there is an opportunity today to bet against US corporate credit that meets the three key conditions we seek at BC-GUMPS when considering investments. This opportunity is the result of significant consensus building, which is a natural consequence of 30+ years of interest rate and volatility suppression. And when this trend eventually reverses, it will manifest in wider spreads, lower secular margins, and weakness in US corporations.
![](https://bc-gumps.com/wp-content/uploads/2022/07/content-11-300x200.jpg)
The Uniform Accounting Platform
Current and former accounting standards like GAAP and all its cousins have failed to create a useful language for achieving investors’ goals. GAAP’s broken approach to accounting is the result of changing focus, changing goals, and a target of creating rules for rules’ sake, not for creating a useful end product. We tailor-built an approach and model at BC-GUMPS that systematically address these issues.
![](https://bc-gumps.com/wp-content/uploads/2022/07/content-1-300x200.jpeg)
The Credit Default Swap Solution
Faulty data, ineffective ratings agencies, yield-chasing, and recency bias in credit insurance markets makes for breakdown in valuations in Credit Default Swaps today. We have built a proprietary valuation methodology and a systematic approach to identify those names most affected by these issues.
Archive
![](https://bc-gumps.com/wp-content/uploads/2023/01/unnamed-1-300x169.png)
Navigating the Credit Market: How Credit Default Swaps Can Help You Hedge Against Default
Photo from YouTube In an iconic scene in “The Big Short,” a 2015 film about The Great Recession of 2008, Dr. Michael Burry (Christian Bale)