Sitemap - 2024 - JunkBondInvestor

2024: A Year in Review

HY Market Weekly Minutes: Fed's Hawkish Cut Sparks Selloff as Yields Hit Four-Month High (December 20, 2024)

HY Market Weekly Minutes: Primary Market Surges as Year-End Approaches (December 13, 2024)

Superior Industries ($SUP): Anatomy of a Levered Equity Stub

HY Market Weekly Minutes: Deals Surge as Strong Jobs Print Fails to Deter Rate Cut Hopes (December 6, 2024)

AMC Entertainment's ($AMC) Muvico Maneuver: Engineering a Second Act

HY Market Weekly Minutes: Thanksgiving Lull Brings Light Volume as Spreads Hold Near Tights (November 29, 2024)

CoreCivic ($CXW): Beyond the Post-Election Rally

HY Market Weekly Minutes: Market Finds its Footing Ahead of Holiday as Rates Stabilize (November 22, 2024)

From BBB to Bust: Anatomy of a "Fallen Angel"

HY Market Weekly Minutes: Market Takes a Breather as CPI Firms and Powell Turns Hawkish (November 15, 2024)

Decoding the Paradox of MicroStrategy's ($MSTR) Premium to NAV

HY Market Weekly Minutes: Spreads Rally to Fresh Tights as Trump Win and Fed Cut Fuel Risk-On Move (November 8, 2024)

Breaking Down Service Properties Trust's ($SVC) Debt Complex

HY Market Weekly Minutes: All Eyes on Fed and Election (November 1, 2024)

Rivian Automotive’s ($RIVN) Busted Convertible Bonds: High-Stakes Opportunity in a Crowded EV Market

HY Market Weekly Minutes: LBO Deals Return as Market Shrugs Off Rate Jitters (October 25, 2024)

Getty Images ($GETY): Is the Debt Priced for Perfection?

HY Market Weekly Minutes: Spreads Hit Post-GFC Lows Amid Economic Resilience (October 18, 2024)

Cooper Standard ($CPS): Sealing the Deal on a Comeback Story

Weekend Minutes: US HY Market Recap (October 11, 2024)

Pyxus International's ($PYYX) Precarious Position: 1L Debt Yielding 15%+

Weekend Minutes: HY Market Recap (October 4, 2024)

High Yields, Low Expectations: A Deep Dive into a Discounted Credit (>10% YTW)

Weekend Minutes: HY Market Recap (September 27, 2024)

Riding the Rollercoaster: Is This Turnaround Credit Ready for a Comeback?

Weekend Minutes: HY Market Recap (September 22, 2024)

Finding Value in the Easing Cycle: A Stealth, Small Cap PA Trade Idea

Weekend Minutes: HY Market Recap (September 15, 2024)

Sotherly Hotels ($SOHO) Preferreds: Urban Recovery Play or Yield Trap?

Monday Morning Minutes: HY Market Recap (September 9, 2024)

Delivery Hero ($DHER): A "Busted" Convertible Bond Opportunity?

Monday Morning Minutes: HY Market Recap (September 2, 2024)

Unusually Underwater: A Deep Dive into Porch Group's ($PRCH) Distressed Convertible Bonds

Monday Morning Minutes: HY Market Recap (August 26, 2024)

1H'24 Position Review / Newsletter Update

Monday Morning Minutes: Last Week’s HY Market Recap

Battle for Braemar Hotels & Resorts: Reviewing $BHR's Cap Stack Amidst Activist Shake Up

Can Private Credit Save WildBrain Ltd ($WILD.TO)?

Exploring Core Scientific's ($CORZ) HPC Datacenter Opportunity

The Rise, Fall, and Resurgence of Ferrellgas Partners ($FGPR)

Clear Skin, Cloudy Outlook: Dissecting Cutera's ($CUTR) Distressed Convertible Bonds

The Geo Group ($GEO): A Creditor’s Guide to a Controversial Private Prison Operator

Kohl's ($KSS) at a Crossroads: Bargain Bond Buy at 9% or Value Trap?

The Herbalife ($HLF) Dilemma: A Cross Cap Stack Trade Idea

Chegg's $600 Million Question: Can It Outsmart Free AI Tools?

Finding Value in Cannabis Bonds: Are Trulieve's Secured Notes Actionable?

Event-Driven Special Situation: Busted Preferred Equity to Keep on Your Short Radar

High-Quality REIT with Double-Digit Return Potential

Office Properties Income Trust ($OPI): Exchange Offer, Now What?

Stem, Inc. ($STEM): Assessing the Company's "Busted" Convertible Bonds

Distressed Debt Alert: Is Time Running Out for Canacol Energy ($CNE)?

Intrum AB ($INTRUM): Debt Collector With Debt Problems

Weight Watchers International ($WW): A Creditor's Take on a Distressed Situation

Community Health Systems ($CYH): Identifying Value Across $12 Billion of Debt

1Q'24 Position Review / Newsletter Update

Victoria's Secret ($VSCO): A Bond Market "Show-Me" Story Yielding 9%

National CineMedia ($NCMI) Update: Navigating the Post-Pandemic Cinematic Landscape

Special Situations: Short Trade Idea in a Busted Preferred Equity

Anywhere Real Estate / Realogy ($HOUS): Assessing the Company's 2nd Lien and Unsecured Notes

Corporate Credit Chronicles: 4 Quick Long/Short Trade Ideas

Elevated Yields, Elevated Risks: An Analysis of Deluxe Corp's ($DLX) Senior Notes Yielding 11%

Electrode Economics: Avoid GrafTech's Secured Bonds

Aveanna Healthcare ($AVAH): A Credit Investor's Guide

Navigating Through Debt: Diversified Healthcare Trust's ($DHC) Approach to Capital Structure Management

The Skillz Conundrum: Between Innovation and Insolvency

Rising Above Ratings: A Small Cap's Path to De-Leveraging and Beyond

Busted Preferred Stock in a Microcap Venture