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Wolfspeed, Inc. ($WOLF): Silicon Dreams and Cash Flow Nightmares
Reviewing Wolfspeed's Bet on America's Silicon Carbide Future
Mar 14
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Wolfspeed, Inc. ($WOLF): Silicon Dreams and Cash Flow Nightmares
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Sabre Corporation ($SABR): Left for Dead, Stubbornly Alive
Why Corporate Travel Needs GDS and What It Means for Creditors
Mar 10
3
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Sabre Corporation ($SABR): Left for Dead, Stubbornly Alive
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HY Market Weekly Minutes: Rate Collapse Meets Tariff Tuesday...HY's Moment of Truth (March 3, 2025)
A Brief Recap of Last Week's High Yield Market Performance
Mar 4
2
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JunkBondInvestor
HY Market Weekly Minutes: Rate Collapse Meets Tariff Tuesday...HY's Moment of Truth (March 3, 2025)
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Fluence Energy ($FLNC): A Clean Energy Play With Converts Yielding 10%
Is this just a growth hiccup or a deeper structural problem? A closer look at Fluence’s business and credit profile
Mar 1
2
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Fluence Energy ($FLNC): A Clean Energy Play With Converts Yielding 10%
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February 2025
The House Always Wins…Unless You’re Penn Entertainment ($PENN)
A digital business misfire, activist pressure, and Boyd circling—what it means for shareholders and bondholders
Feb 22
5
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The House Always Wins…Unless You’re Penn Entertainment ($PENN)
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HY Market Weekly Minutes: CPI Screamed, High Yield Yawned—And Priced $3.25bn Anyway (February 18, 2025)
A Brief Recap of Last Week's High Yield Market Performance
Feb 19
1
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HY Market Weekly Minutes: CPI Screamed, High Yield Yawned—And Priced $3.25bn Anyway (February 18, 2025)
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Rackspace’s ($RXT) Coercive LME: The Art of Forcing Participation
Breaking Down the March 2024 LME and Post-Restructuring Debt Stack
Feb 15
1
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Rackspace’s ($RXT) Coercive LME: The Art of Forcing Participation
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2
HY Market Weekly Minutes: High Yield Just Won’t Break—$10bn of Deals Say So (February 10, 2025)
A Brief Recap of Last Week's High Yield Market Performance
Feb 10
1
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HY Market Weekly Minutes: High Yield Just Won’t Break—$10bn of Deals Say So (February 10, 2025)
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Playing Yesterday's Game: Are Ubisoft’s ($UBIFP) Busted Converts Overdone or Justified?
Assessing the Risk/Reward of a €2bn Gaming Empire
Feb 8
3
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Playing Yesterday's Game: Are Ubisoft’s ($UBIFP) Busted Converts Overdone or Justified?
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HY Market Weekly Minutes: Is There Anything That Will Break The Market? (February 3, 2025)
A Brief Recap of Last Week's High Yield Market Performance
Feb 4
2
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HY Market Weekly Minutes: Is There Anything That Will Break The Market? (February 3, 2025)
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TPI Composites ($TPIC): The Green Energy Revolution’s Latest Roadkill
Another “Green” Investment That Likely Ends in Red
Feb 1
3
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TPI Composites ($TPIC): The Green Energy Revolution’s Latest Roadkill
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January 2025
HY Market Weekly Minutes: Playing Defense with CCCs? (January 27, 2025)
A Brief Recap of Last Week's High Yield Market Performance
Jan 27
2
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HY Market Weekly Minutes: Playing Defense with CCCs? (January 27, 2025)
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