Iron Wolf Credit

@IronWolfCredit

Portfolio manager specializing in corporate & muni bonds, private credit, some structured credit, and global macro. Live and breathe the markets.

Worldwide

Joined June 2025

147Following

110Followers

Pinned

Iron Wolf Credit@IronWolfCredit · 20 h

Nice one from @JavierBlas on the changing seasonality of the oil markets. As always, very insightful. bloomberg.com/opinion/articl…

IronWolfCredit's tweet card. Shifting seasonality means global demand will be lower in the fourth quarter than the third.

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Iron Wolf Credit@IronWolfCredit · Jul 19

I could teach this class… for free: 1. Get up every morning early. Read your Bible and pray with INTENSE gratitude 2. Lift heavy weights everyday - no days off 3. Eat super clean - get jacked 4. Focus on the most important relationships in your life and give 100% expecting 0%…

NNew York Post@nypost · Jul 19

N.J. university launches world’s first PhD in ‘happiness’ trib.al/fKjKJl1

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Iron Wolf Credit@IronWolfCredit · 51 m

Nice two part series from @KansasCityFed on changing investor composition of USTs. TLDR foreigners market share decreasing since 2010, domestic private investors share increasing, end result is higher yields and volatility. kansascityfed.org/research/econo…

IronWolfCredit's tweet card. Although their market share has been falling steadily since 2010, foreign investors retain a large share of Treasuries outstanding. As a result, increased Treasury sales from this group could have...

Iron Wolf Credit@IronWolfCredit · 3 h

Would love to see a collateralized fund obligation deal from @Brookfield backed by a secondaries market strategy. No vertical strip please! bloomberg.com/news/articles/…

IronWolfCredit's tweet card. Bruce Flatt was clear with his prediction: the secondary market for private equity, real estate and infrastructure was ready to take off, and it could become a $50 billion business for his Brookfield...

Iron Wolf Credit@IronWolfCredit · 7 h

Gary Cohn is always a must listen. While I disagree with him on rate cuts, there's a lot of good content in this interview. Gary is insightful. youtu.be/j4M3WUE8QTk?si…

Iron Wolf Credit@IronWolfCredit · 20 h

Congrats to the Verdad team on strong performance in the Europe, Japan, and Deephaven strategies. When ETF? @verdadcap @verdadcap_quant @GregObenshain mailchi.mp/verdadcap/got-…

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Iron Wolf Credit@IronWolfCredit · Jul 22

Big congrats to @17CapitalLLP for closing the largest NAV finance fund ever. While NAV lending tends to get a lot of skepticism and bad attention from many in the finance community, 17Cap's proof is in the pudding. Great deals and fantastic track records for their funds.

Iron Wolf Credit Retweeted

Ken Fisher@KennethLFisher · Jul 21

Quote for the Day: “Life is ten percent what happens to you and ninety percent how you respond to it.” -Lou Holtz #KFQuoteForTheDay

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Iron Wolf Credit@IronWolfCredit · Jul 20

Crushing a chest, back, neck, abs workout right now. Everything post workout will be easy. This is the most difficult part of the day. Stay strong!

Iron Wolf Credit@IronWolfCredit · Jul 19

Got the gym all to myself! Arms, shoulders, abs today.

Iron Wolf Credit@IronWolfCredit · Jul 19

Nice one on China US trade and how Chinese manufacturers are trying to adjust to the trade war 2.0. @bbgoriginals youtu.be/f8xIxDc0THE?si…

Iron Wolf Credit Retweeted

Sid Prabhu@sidprabhu · Jul 18

These potential Fed Chairmen are debasing themselves so thoroughly that it’s clear they will have no problem debasing the currency.

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