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The BDC Primer (Part 2)
The Complete Guide to Private Credit's Most Misunderstood Vehicle
Feb 11
14
1
3
Credit Weekly: Distressed Tech Debt Hits Three-Year High (February 9, 2026)
Software Loans Bleeding, Primary Staying Selective
Feb 9
10
1
1
The BDC Primer (Part 1)
What they are, how they work, and where they blow up
Feb 7
80
8
10
Credit Weekly: The Software Reckoning Arrives (February 1, 2026)
Software Repricing Goes Systemic, Flight to Quality Returns
Feb 2
20
2
2
January 2026
AMC Entertainment ($AMC): A Layer Cake of Liens
A creditor's guide to the post-LME capital structure
Jan 30
11
2
3
High Yield Market Weekly Minutes: Greenland Framework Defuses Tariffs, CCCs Lead the Relief Rally (January 26, 2026)
Greenland Resolved, CCCs Rally, But Technicals Softening
Jan 26
9
1
O-I Glass Inc. ($OI): Can They Cut Fast Enough?
What credit investors need to know about the F2W story
Jan 23
13
2
High Yield Market Weekly Minutes: Spreads Hit Post-GFC Tights, Then Greenland Happened (January 20, 2026)
Five-Week Winning Streak Meets NATO Tariff Standoff
Jan 20
11
2
The CoC Case for Dentsply Sirona ($XRAY) Investment Grade Bonds
PE is circling dental. Credit markets are wide open. Does Dentsply make the cut?
Jan 16
5
2
High Yield Market Weekly Minutes: CCCs Rip Higher as 2026 Kicks Off (January 11, 2026)
Record Issuance, 52-Week Tights, and Nobody's Nervous
Jan 12
6
2
Weight Watchers ($WW): Cleaned Up Capital Structure, Messy Business
90 cents 1L paper (13% YTW), simple structure, can Clinical grow faster than Behavioral shrinks?
Jan 9
19
2
Herbalife ($HLF): Follow the Debt, Not the Discourse
Separating the narrative from the numbers, one maturity at a time.
Jan 2
17
2
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