Bond Donkey @bonddonkey
The US is a Banana Republic however our lone export is not a crop - it’s just US dollars. Joined December 2023-
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Only mismarked garbage has REALLY sold off in CCC. Come on. JetBlue is 20x levered burning a billion bucks this year. Those bonds should be at 10 today. Same with all this euro Liberty over levered 150% LTV nonsense. Hertz cracked when it had its first positive news in 3 years. And that was 3 months ago. You’re just starting to see reality catch up after years of stupidity in CCC land.
@TheKingOfWeimar @leadlagreport Oh man. That’s gonna get you blocked, take that back immediately.
@TheKingOfWeimar @leadlagreport I can’t tell if he is trolling or not
@TheKingOfWeimar @realTimHack A great trade is buying spot gold and selling it to these guys to help their margin
@yummyCenturyEgg @junkbondanalyst You can add another -6% to that number just from the flso dropping another 15 over the last few days. Levered illiquid CCC HF is such an odd concept
@absreturnchaser Or just don’t go full Leotardo and focus your fund on illiquid CCC telco using 5x leverage.
@mattdeedee1 @anchovycapital -5% Outperforming then by a factor of 7x… leverage is a killer
@DebtDistressed They are 100% worried. All his stuff is down 5 points every day. Look at CCC. Look at bspeed. Just a 15 point loss on FSFO in 1 week is a 5% hit for him
@HYcorps Best analysis on Liberty I’ve seen in a long time.
@PythiaR Management themselves in meetings said their stock is maybe worth 10-20% more on a consistent basis and this isn’t ESOP/RSU only sales.
@yungmetronome @zendaimyo Because there is no pod that could possibly own anywhere near to a yard of coreweave debt. Insane if anyone any suggests that. Now secured IG SKYD bonds… different.
@EnergyCredit1 @JunK_OperatoR Much respect.
@EnergyCredit1 @JunK_OperatoR Stand corrected.
@kieranwgoodwin Come ON - you’re better than this. Deep bid is scare porn, you’re comparing 1yr CDS and ignoring the bond curve? This cap stack is way more complicated and nuanced. You have banks that are forced hedgers. x.com/mf_camillus/st…
I think a lot of non-credit people are getting carried away by $CRWV related bear porn Keeping it simple - credit mkt complexities aside - a very strong argument against pessimistic views is that many deep-pocketed players have sufficient economic incentives to finance or
@EnergyCredit1 @JunK_OperatoR *transfer risk
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