Follow
____________________________
Cory’s Chart Corner
Load More
More marked-to-fantasy credits hit the windshield.
h/t @NickNemo17Thoma Bravo turned in the key on Medallia.
$6.4B of equity wiped.
It now carries $3B in debt against $200M of EBITDA.
Blackstone had $1.5b of the debt across their nearly identical retail facing credit funds marked it most recently at 60.3c.
It's now a zero. Credit
Daily Archives: June 18, 2025
Green: Equity market strength masking recession
Far reaching insightful discussion in this segment. Mike Green, Portfolio Manager and Chief Strategist at Simplify, joins Monetary Matters to discuss why the strength of the equity market and other technical factors are obfuscating weakness in the US consumer and … Continue reading
Posted in Main Page
Comments Off on Green: Equity market strength masking recession
Taleb on risk management
It’s always entertaining to listen to Taleb and financial-tainment hosts discuss irrational markets, fiscal policy and risk management. The Black Swan author Nassim Taleb says the US dollar is losing its status as a reserve currency as central banks build … Continue reading
Posted in Main Page
Comments Off on Taleb on risk management
