HeyJaredJeff Lipton
- Indexed articles, last 90 days
- 10
- Latest publication
- Sep 24, 2026
- Outlet visibility, for Bond Buyer
- Top 5M sites
- Earliest in this view
- Jul 7, 2026
Latest articles
Why strong reserves alone do not guarantee state credit strength (opens the original)
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Thesis: State fiscal year 2027 budgets reflect a commitment to financial discipline with a widespread desire to preserve ample fund balances, limit spending growth and plan ahead for revenue uncertainty. Observation: While states are making prudent revenue and expenditure decisions, the room for error is narrowing as affordability pressures and federal cutbacks increasingly restrain limited budgetary resources. Call to action: Municipal market participants should look beyond headline budget bala
What summer repricing signals for muni investors and issuers (opens the original)
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Thesis: August revealed the drivers of muni market behavior: duration, credit, structure and relative value increasingly determine investor preferences Observation: Tax-exempt munis continued to attract investors seeking tax-adjusted value, while differences in duration, credit quality and taxable alternatives produced meaningful dispersion within the market against a backdrop of heavy supply Call to action: Investors should be increasingly selective and should evaluate munis on a tax-adjusted a
Unraveling the data center paradigm sharpens public power investment (opens the original)
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Thesis: Data center development may have consequential implications for the public power sector. The capital-intensive nature of data center buildout — with associated load concentrations — could fundamentally change a utility's capital structure, rate-setting flexibility and overall risk profile. There is likely to be a reallocation of risk, and it is up to the municipal bond market to appropriately measure the long-term viability of this risk reallocation. Observation: Historically, public pow
Look beyond funded ratios for hidden pension risks (opens the original)
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Pension funding risk has evolved into a structural debt obligation — akin to an obligor's bonded indebtedness from a secondary credit consideration — having minimal impact on yield levels. Public pension fund risk assessment stands at the intersection of investment management practices and a municipal credit evaluation process for governments and revenue enterprises that prioritizes funding discipline and fiscal capacity. While funded ratios remain a key barometer of pension funding risk, they d
Why student housing bond buyers must underwrite the university, not just the project (opens the original)
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Thesis: Rigorous analysis and due diligence are the keys to unlocking viable privatized student housing bond opportunities. Today's student housing bonds demand a fundamentally different approach to credit analysis - one that integrates institutional strategy, third-party engagement, demographic realities, and operational execution. Observation: While construction and real estate risks are relevant, the ability to sustain demand at a time of demographic change, shifting student preferences, and
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