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The Bond Hunter

TBH

TBH is the joint efforts of several seasoned professional investors that have spent the last few decades in the credit markets at large, a mix of credit research, distressed trading, derivatives and hedging, lots of (thinning) grey hair, and want to share

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues6SubscribersRead thebondhunter.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Krugman is missing one massive magical power of monetary policy

In Argentina the Central bank has become the unifying enemy in the Milei's campaign and a very easy one to defeat

5 months ago
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Love is in the air? Honeymoon to continue...

Things seems to be moving fast in Argentina, with Milei announcing he would call an extraordinary parliament session to pass a series of fiscal reform the second day he will be in office on the 11th of December, and funding talks already (u...

5 months ago
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Telecom Italia: an emblematic case of corporate disposals needed to deleverage

Demerger process compounded by governance battles with a kaleidoscope of outcomes

5 months ago
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Argentina: Is Milei a macro-madman or the macro-hitman to get the dirty job done?

The crucial next catalysts for the Argentinian bonds and stocks

5 months ago
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Authors

The writers behind this newsletter.

  • TBH

    Looking for investment ideas

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