Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Arbor – May 2025 CLO Update
May 21, 2025, 1:34 p.m.
Arbor – April 2025 CLO Update
April 24, 2025, 1:32 p.m.
Arbor – March 2025 CLO Update
March 24, 2025, 2:13 p.m.
Arbor – 2024 10-K Update
March 4, 2025, 4:08 p.m.
Globe Life – 2024 10-K & Q4 Analysis
March 3, 2025, 1:29 p.m.
Arbor – February 2025 CLO Update
Feb. 21, 2025, 11:11 a.m.
Globe Life – Further Cybersecurity Failures
Feb. 17, 2025, 1:51 p.m.
Arbor – January 2025 CLO Update
Jan. 21, 2025, 3 p.m.
Arbor – December 2024 CLO Update
Dec. 20, 2024, 2:14 p.m.
Arbor – PIK-ing Holes in CLO Data
Dec. 16, 2024, 2:14 p.m.
Globe Life – Legal Hold Notice
Dec. 9, 2024, 2:29 p.m.
Globe Life – Adios, Arias
Dec. 5, 2024, 5:25 p.m.
Globe Life – Closing Time
Dec. 4, 2024, 2:37 p.m.
MPW – Prospecting for Shit
Oct. 25, 2024, 5:07 p.m.
MPW – Under-Waterland
Oct. 22, 2024, 3:33 p.m.
Arbor – October 2024 CLO Update
Oct. 18, 2024, 12:34 p.m.
Arbor – Failing Par Value Tests
Oct. 16, 2024, 6:18 p.m.
MPW – Tacit Admission of Securities Fraud
Oct. 15, 2024, 11:54 a.m.
MPW – Trumbull County Cloak and Dagger
Oct. 11, 2024, 1:39 p.m.
MPW – Open Kimono
Oct. 1, 2024, 12:57 p.m.
MPW – Viceroy’s Brief on Status Conference Issues
Sept. 25, 2024, 6:38 a.m.
Arbor – September 2024 CLO Update
Sept. 19, 2024, 2:01 p.m.
MPW – (Dis)Reputable Operators
Sept. 18, 2024, 1:22 p.m.
MPW – Deposition of Ed Aldag, Steve Hamner and Drew Babin
Sept. 9, 2024, 1:15 p.m.
Arbor Realty – SEC FOIA Appeal Update
Sept. 6, 2024, 12:55 p.m.