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Credit Weekly: Who Buys It Next?
The downgrade is not the event. The handoff is.
May 18
•
junkbondinvestor
33
2
13% Yield to Put: Trump Media & Technology's ($DJT) Busted Converts
Bitcoin collateral, a $1bn par put in November, and a potential negotiated outcome
May 16
•
junkbondinvestor
26
2
Private Credit Unfiltered: Can a Sponsor Fix a Stranded BDC?
KKR is testing with FSK. The structure of the trade tells you what they think the marks are worth
May 13
•
junkbondinvestor
31
1
1
Credit Weekly: The CapEx Cycle Always Ends The Same Way
What the 1990s capex cycle actually tells you about AI infrastructure debt
May 10
•
junkbondinvestor
53
2
6
Can GameStop ($GME) Actually Buy eBay ($EBAY)?
The financing structure, the dilution math, and what it means for eBay's existing bonds
May 9
•
junkbondinvestor
66
9
Credit Weekly: The Co-Op Is The Trade
Inside the 3rd generation of LME warfare, where creditors fight each other and only the advisors get paid
May 3
•
junkbondinvestor
44
2
2
April 2026
FS KKR Capital Corp ($FSK): Are the Bonds Cheap Here?
Why FSK's bonds tell a different story than its equity
Apr 30
27
3
Private Credit Unfiltered: Medallia is a Win for Direct Lending
Why taking the keys beats amend-and-extend when terminal value is gone
Apr 29
43
6
Credit Weekly: Warsh's Blind Spot.
A framework for the last cycle, installed at the start of the next one.
Apr 26
29
1
Is AI Going To Kill Gartner ($IT)?
The equity is down 70%. The bonds are still IG.
Apr 24
24
1
Private Credit Unfiltered: The Transmission Mechanism Tested
Is BDC Stress Reaching the BSL Market Yet?
Apr 22
24
1
Credit Weekly: The Right Tail Creditors Ignore
AMC, Hertz, Carvana. Now Avis. The industry keeps calling it luck.
Apr 19
40
1
4
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