Sitemap - 2025 - JunkBondInvestor
Lamb Weston ($LW): Paying for Their Sins
Oracle ($ORCL): Heads I Win, Tails You Lose, $100bn+ on the Hook
Wolverine World Wide ($WWW): Betting the Balance Sheet on Merrell and Saucony
High Yield Market Weekly Minutes: Grinding Tighter Into The Fed (December 8, 2025)
GameStop ($GME): The Meme Stock Hiding a $9bn Balance Sheet
Is MicroStrategy ($MSTR) Quietly Becoming a Distressed Credit Story?
The Definitive Guide to MicroStrategy's ($MSTR) Capital Markets... Strategy
High Yield Market Weekly Minutes: Spreads Resilient as the Macro Fog Thickens (November 17, 2025)
Lucky Strike ($LUCK): Stable Demand, Fragile Credit
Wolfspeed Inc. ($WOLF): Post-Reorg, Pre-Rerate.
Ferrellgas Partners ($FGPR): The Equity’s Up 2x...Can It Double Again?
High Yield Market Weekly Minutes: Credit Calls Powell's Bluff (November 3, 2025)
Carter's Inc. ($CRI) Credit Analysis: $575M Refinancing as Tariffs Hit
Leslie’s Pool Supplies: A Controlled Descent
Who's Next: Three Names Where the EA Bond Trade Could Repeat (Part I)
Skillz ($SKLZ): Anatomy of a Slow Burn
High Yield Weekly Minutes: Government Shuts Down, High Yield Shrugs It Off (October 6, 2025)
The Most Interesting Trade in the $55 Billion $EA LBO
Fossil Group ($FOSL): Baby Bond Hostage Crisis
Sotherly Hotels ($SOHO) Distressed Preferreds: Still Paying, Somehow
Dye & Durham ($DND): Legal-Tech Utility or Broken Roll-Up?
Community Health ($CYH): Time Extended
The Kodak Moment That Could Make or Break $KODK
CareCloud ($CCLD): The Back Office Nobody Talks About
ZipRecruiter ($ZIP): When the Music Stops, Someone's Left Without a Chair
Five9 Inc ($FIVN): Caught Between an AI Dream and Call Center Reality
Macy's ($M): The Walking Dead of Retail
Semler Scientific Inc. ($SMLR): The Busted Bitcoin Convert Play Nobody's Talking About
High Yield Market Weekly: Back to Business...HY Shrugs Off Volatility as Primary Market Delivers
KOHL’S ($KSS): The Retailer is Toast, But Someone's Getting Paid
High Yield Market Weekly: Reality Check Arrives...First Weekly Loss Since May as Rates Bite Back
Cascades Inc. ($CAS): BB-Rated, But for How Long?
High Yield Weekly Market Minutes: When Markets Work While You're Not Watching (July 7, 2025)
Xerox Holdings ($XRX): The Office Dinosaur's Last Stand
How to Actually Make Money in Bankruptcy: Lessons from Joe Sarachek
Unisys Corporation ($UIS): The IT Services Pivot That Isn't Pivoting
High Yield Market Weekly Minutes: Spreads Hit 299bps as June Volume Explodes (June 23, 2025)
Array Technologies ($ARRY): Subsidized, Second-Tier, and Still Standing
Victoria’s Secret ($VSCO): Bonds Trade Wide for a Reason
High Yield Market Minutes: Record Supply Meets Tighter Spreads (June 9, 2025)
Mativ Holdings Inc ($MATV): Merger Hangover and 5x Leverage
Jeld-Wen ($JELD): Cost Cuts vs. the Clock
HY Market Weekly Minutes: Rally Hits Speed Bump (May 27, 2025)
Organon ($OGN): Dividend Axed. Narrative Dead. Credit Holds the Bag.
HY Market Weekly Minutes: Rally Mode Continues As Tariff Reprieve Fuels Market Surge (May 19, 2025)
Whirlpool Corp ($WHR): What the Bond Market Is Saying Now
Core Scientific ($CORZ): This Isn’t a Bitcoin Miner Anymore
HY Market Weekly Minutes: CCCs Lead Risk Rally as Oil Crashes and Primary Heats Up (May 5, 2025)
Dave & Buster’s ($PLAY): Eat. Play. Decline.
HY Market Weekly Minutes: High Yield Stages a Comeback...But Who's Really Buying? (April 28, 2025)
Bloomin' Brands Inc. ($BLMN): Left for Dead, Stubbornly Alive
HY Market Weekly Minutes: Credit Defies the Equity Selloff...But Will It Last? (April 21, 2025)
The Hertz ($HTZ) Capital Stack: Ackman’s Next Great Trade or Next Great Workout?
Olaplex ($OLPX): The Haircare Unicorn That Blew Up
The Chlorine Chronicles: Leslie’s ($LESL) Sinking Ship
HY Market Weekly Minutes: The Tariff Reckoning Arrives...High Yield Finally Cracks (March 31, 2025)
Pulp Fiction: The Mercer International ($MERC) Credit Story
Modivcare Inc. ($MODV): Too Much Debt, Not Enough Care
Wolfspeed, Inc. ($WOLF): Silicon Dreams and Cash Flow Nightmares
Sabre Corporation ($SABR): Left for Dead, Stubbornly Alive
HY Market Weekly Minutes: Rate Collapse Meets Tariff Tuesday...HY's Moment of Truth (March 3, 2025)
Fluence Energy ($FLNC): A Clean Energy Play With Converts Yielding 10%
The House Always Wins…Unless You’re Penn Entertainment ($PENN)
Rackspace’s ($RXT) Coercive LME: The Art of Forcing Participation
HY Market Weekly Minutes: High Yield Just Won’t Break—$10bn of Deals Say So (February 10, 2025)
Playing Yesterday's Game: Are Ubisoft’s ($UBIFP) Busted Converts Overdone or Justified?
HY Market Weekly Minutes: Is There Anything That Will Break The Market? (February 3, 2025)
TPI Composites ($TPIC): The Green Energy Revolution’s Latest Roadkill
HY Market Weekly Minutes: Playing Defense with CCCs? (January 27, 2025)
The Hidden Value in Vroom's ($VRM) Bankruptcy
HY Market Weekly Minutes: Resilience Meets Optimism as Spreads Tighten (January 21, 2025)
Air T, Inc ($AIRT): Aviation Oddball Meets 12% Trust Preferreds
The Default Position: LevFin’s Latest Game Just Got Shut Down...Sort Of
HY Market Weekly Minutes: The Jobs Report Changes Everything... Again (January 13, 2025)
KORE Group Holdings, Inc. ($KORE): When Leverage Meets IoT Disruption
HY Market Weekly Minutes: Market Rebounds as Fed Pivot Hopes Reignite (January 6, 2025)