LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
High Yield Bond Recoveries in the Era of Covenant Lite
Jan. 15, 2025, 8:05 a.m.
Q1 2025 – Quarterly Investment Letter
Dec. 20, 2024, 7:58 a.m.
Junior Asset Management Sales, 100%
Dec. 13, 2024, 1:48 p.m.
Hedge Funds Review & Outlook 12/2024
Dec. 9, 2024, 4:52 p.m.
Strong Performance and Outlook for US Leveraged Loans
Dec. 6, 2024, 2:06 p.m.
Strength of US Leveraged Loans evident in October
Nov. 11, 2024, 3:18 p.m.
U.S. home owners’ equity serves as backstop for economy
Oct. 9, 2024, 11:50 a.m.
Q4 2024 – Quarterly Investment Letter
Sept. 26, 2024, 3:17 p.m.
Banking sector reflects credit quality improvements
Sept. 5, 2024, 8:07 a.m.
Service inflation in the U.S. is cooling down
Aug. 9, 2024, 2:37 p.m.
US High Yield maintains stable credit metrics
July 11, 2024, 12:38 p.m.
Q3 2024 – Quarterly Investment Letter
June 28, 2024, 1:02 p.m.
High Yield maturity wall for 2024 & 2025 largely cleared
June 7, 2024, 12:44 p.m.
Leverage in syndicated loans had peaked in 2022
May 7, 2024, 6:52 a.m.
Investment Analyst, Credit / Alternatives, 100%
April 25, 2024, 9:21 a.m.
Shrinking new issues underpins European HY market
April 8, 2024, 7:08 a.m.
Q2 2024-Quarterly Investment Letter
March 27, 2024, 3:37 p.m.
CCC bonds ask for high caution, but offer also opportunity
March 11, 2024, 7:53 a.m.
Local EM returns in context with 10-year US treasury yield
Feb. 12, 2024, 9:32 a.m.
Over a third of US HY keeps tight spreads after Q4’23 rally
Jan. 12, 2024, 7:29 a.m.
Q1 2024-Quarterly Investment Letter
Dec. 21, 2023, 2:06 p.m.
Hedge Funds Review & Outlook 01/2024
Dec. 19, 2023, 9:43 a.m.
Yields remain attractive in context with downside risk
Dec. 8, 2023, 12:47 p.m.
Elevated income buffers adverse market development
Nov. 30, 2023, 4:52 p.m.
Income on European loans in context with default losses
Nov. 30, 2023, 4:44 p.m.