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JunkBondInvestor

Hundreds of paid subscribers

Credit analysis for people who actually read the documents.

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PricingFreemiumPublishesTwice weekly
Issues281Founded6 years agoLast Issue9 days ago
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Latest Issues

Credit Weekly: When the Pentagon Becomes the Lender

Brought to you by 9fin

The next lender to Fluidstack may be the Pentagon. I’m not kidding.

The Department of Defense’s Office of Strategic Capital is reportedly talking about a roughly $5 billion loan to the GPU cloud provider, last value...

9 days ago
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Core Scientific ($CORZ): Is It Cheap After the Selloff?

A credit investor’s take on the contracts, the valuation, and what has to go right.

Core Scientific is down about 40% from its recent highs.

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Credit Weekly: The Window Before the Meeting

Hope you’re enjoying Labor Day. If you’re in New York or anywhere in the Northeast, you already know the weather is doing its part.

A housekeeping note before the market. I’ve been doing a lot of thinking over the last couple of weeks and...

14 days ago
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Newell Brands ($NWL): The Full Credit Round Trip

From fallen angel to stressed high yield and back to a performing credit story

Two years ago, Newell was a fallen angel without a credible path back. The company was guiding to another year of core sales declines and the story hadn’t chang...

17 days ago
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Credit Weekly: Spreads Are Now a Reason to Hike

Credit investors have spent the better part of a year explaining why spreads at cycle tights are not the same thing as cheap capital. Yields have done most of the work in 2026 while spreads have mostly sat still, and anyone running a levera...

22 days ago
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  • junkbondinvestor

    buyside l/s credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations equities

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