JUNK BOND ANALYST
@junkbondanalyst
Leveraged finance & dank memes, in a constant state of distress.
forever confused by ppl in the gym wearing a $5k+ rolex while working out
American Eagle figured it out. Sydney Sweeney = enterprise value creation.
CLO analysts are going to struggle while they try to understand what this means *DOJ PROBING CLO MARKET FOR COLLUSION DURING LIBOR TRANSITION
Chamath tries so hard to be smart suave and cool but he’s literally the biggest herb of all time
Gibson Dunn after telling lenders to sign a co-op agreement (loan trades at 98c)
Summer interns crowded around the first year analyst (he is their leader)
Average investor after allocating 30% of his 401k to “private credit”
A TMT credit analyst had to explain to his PM this morning why xAI debt is up 2pts
🧋Grok 4 companion mode is live with the new update today in app. @grok 🧋 To enable companion mode follow the steps in this thread:
Lol. Lmao, even.
Today's cover: Eric Adams rips Andrew Cuomo’s planned bid to re-enter mayoral race: ‘Are your kidding me?’ trib.al/qP7OFzb
“These $30 of delivery fees are unsustainable for my Big Mac and Egg McMuffin” Austin mutters under his breath, as he taps ‘Order’ for his McDonalds and confirms via ApplePay
$30 in fees just to get delivery in NYC. That feels unsustainable.
Surely there were signs 🤔
Brightline: 12% unrated muni bonds now deferring interest. Sometimes the yield tells you everything you need to know.
I had Sinner btw
Wimbledon Men’s Final. Who you got?
Just get the air wrap
gf started a shared Amazon list called “necessities” and the first thing on the list is a $500 hair dyer
Real.
Im still confused why people think we’d get an Epstein list when we never got any clarity or real consequences on any of the following: • JFK files… Still not fully released after 60 years. Totally normal. • 9/11 report had key parts on Saudi ties blacked out for years. •…