Archive - JunkBondInvestor

Oracle ($ORCL): Heads I Win, Tails You Lose, $100bn+ on the Hook

Oracle's AI pivot is reshaping the credit. The question is who's carrying the risk

18 hrs ago

Wolverine World Wide ($WWW): Betting the Balance Sheet on Merrell and Saucony

Smaller Company, Simpler Credit Story

Dec 10

High Yield Market Weekly Minutes: Grinding Tighter Into The Fed (December 8, 2025)

Four straight weekly gains, spreads near tights, Fed about to cut, and the market is still trading carry, not fear.

Dec 8

GameStop ($GME): The Meme Stock Hiding a $9bn Balance Sheet

An Institutional Credit Perspective on America’s Most Misunderstood Stock and What Its Convertible Bonds Are Really Pricing In

Dec 6

November 2025

Is MicroStrategy ($MSTR) Quietly Becoming a Distressed Credit Story?

A full breakdown of MicroStrategy’s converts, preferreds, and how Saylor actually funds the machine

Nov 29

The Definitive Guide to MicroStrategy's ($MSTR) Capital Markets... Strategy

Why the Premium Matters More Than the Bitcoin

Nov 24

High Yield Market Weekly Minutes: Spreads Resilient as the Macro Fog Thickens (November 17, 2025)

BBs hold, CCCs wobble, AI-linked credit cracks, and next week finally delivers real data.

Nov 17

Lucky Strike ($LUCK): Stable Demand, Fragile Credit

Understanding the capital structure beneath Lucky Strike's diversification story

Nov 14

Wolfspeed Inc. ($WOLF): Post-Reorg, Pre-Rerate.

Clean balance sheet, scarce SiC capacity, execution is the fulcrum.

Nov 12

High Yield Market Weekly Minutes: Labor Cracks, Inflation Sticks, and Credit Widens (November 10, 2025)

Spreads +15 bps, OAS near 300, and buyers are getting selective fast.

Nov 11

Ferrellgas Partners ($FGPR): The Equity’s Up 2x...Can It Double Again?

The litigation’s settled, the refi’s done, and the operating business keeps chugging along.

Nov 5

High Yield Market Weekly Minutes: Credit Calls Powell's Bluff (November 3, 2025)

A Brief Recap of Last Week’s High Yield Market Performance

Nov 4

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