tag:blogger.com,1999:blog-6321089372587128676.post3165694787395120357..comments2023-10-17T10:01:00.917-04:00Comments on Distressed Debt Investing: The High Yield Market is "Completely Out of Control."Unknownnoreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6321089372587128676.post-65537543274368174542013-01-18T03:28:18.828-05:002013-01-18T03:28:18.828-05:00Great Post. I like your website. thank for your sh...Great Post. I like your website. thank for your share to us. <br />i will come here everyday.Welcome to our website: www.lingerieocean.com<br /><a href="http://www.lingerieocean.com" rel="nofollow">Sexy Lingerie</a><a href="http://www.lingerieocean.com" rel="nofollow">wholesale underwear</a><a href="http://www.lingerieocean.fr" rel="nofollow">Lingerie Sexy</a><a href="http://www.lingerieocean.com" rel="nofollow">wholesale Lingerie</a><br /><a href="http://www.lingerieocean.fr" rel="nofollow">sous vetement sexy</a><a href="http://www.lingerieocean.com" rel="nofollow">Sexy underwear</a><a href="http://www.lingerieocean.fr" rel="nofollow">costume sexy</a><a href="http://www.lingerieocean.com" rel="nofollow">wholesale sexy underwear</a><br /><a href="http://www.lingerieocean.fr" rel="nofollow">robe sexy</a><a href="http://www.lingerieocean.fr" rel="nofollow">Tenue Sexy</a><a href="http://www.lingerieocean.fr" rel="nofollow">Deguisement sexy</a><a href="http://www.lingerieocean.fr" rel="nofollow">Grossiste Lingerie</a><a href="javascript:void(0);" rel="nofollow">cheap sexy underwear</a><a href="http://www.lingerieocean.com" rel="nofollow">plus size lingerie</a><a href="http://www.lingerieocean.com" rel="nofollow">cheap sexy lingerie</a><a href="http://www.lingerieocean.com" rel="nofollow">plus size underwear</a><br /><a href="http://www.lingerieocean.com/ch-Sexy-Lingerie.html" rel="nofollow">SExy Lingerie</a><a href="http://www.lingerieocean.com/ch-Sexy-Corsets.html" rel="nofollow">sexy corsets</a><a href="http://www.lingerieocean.com/ch-Sexy-Costumes.html" rel="nofollow">sexy costume</a><a href="http://www.lingerieocean.com/ch-Halloween-Costume.html" rel="nofollow">WHOleSAle HaLLoween COStume</a><br /><a href="http://www.lingerieocean.com/ch-Christmas-Costume.html" rel="nofollow">ChRISTMAS Costume</a><a href="http://www.lingerieocean.com/ch-Plus-Size-Lingerie.html" rel="nofollow">plus size lingerie</a><a href="http://www.lingerieocean.fr/ch-Lingerie-Sexy.html" rel="nofollow">Lingerie Sexy</a><br /><a href="http://www.lingerieocean.fr/ch-Bustier-et-Corset.html" rel="nofollow">Bustier et Corset</a><a href="javascript:void(0);" rel="nofollow">Costume Halloween</a><a href="http://www.lingerieocean.fr/ch-Costume-de-Noel.html" rel="nofollow">Costume de Noel</a><br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-4471976263022481102013-01-17T16:08:11.096-05:002013-01-17T16:08:11.096-05:00It seems to me that the credit markets are very ro...It seems to me that the credit markets are very robust because people continue to shun the equity markets and yet need "yield." <br /><br />This is likely more of a foreshadow that the equity markets will do quite well in the next 2 years than anything negative occurring in the debt markets. Overall equities are fairly to under valued. This is especially true with financials.<br /><br />Interestingly, you can purchase Oaktree with a 4.6% dividend. So you get the best distressed investor, with a good dividend yield, and also get to take advantage of any upside in the equity markets. <br /><br />I know where my money is going............Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-25495601430025020142013-01-16T10:42:56.543-05:002013-01-16T10:42:56.543-05:00Agree that relative value is poor, but we need two...Agree that relative value is poor, but we need two things to happen before we wash out:<br /><br />1) Borrowers that are unlikely to make coupon payments.<br /><br />2) Overlevered lenders that depend on coupon payments for themselves to remain whole.<br /><br />So look at the owners of the riskier notes -- what condition are they in... that will give you a clue to the future performance of the markets.David Merkelhttps://www.blogger.com/profile/05073877918072914309noreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-59615385092351286502013-01-16T07:26:56.236-05:002013-01-16T07:26:56.236-05:00commiserate for the risk
Huh? You mean commensura...<i>commiserate for the risk</i><br /><br />Huh? You mean commensurate -- 'where the return is commensurate to the risk'.eahnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-56878099715876941632013-01-15T11:00:24.039-05:002013-01-15T11:00:24.039-05:00Getting excited about the "next cycle"? ...Getting excited about the "next cycle"? Been hearing that since 2008. Recall all the distressed debt Hedgies with thier power point presentations on how much debt is coming due and how it will all blow up blah blah blah. Fact of the matter is that if the government keeps interest rates at zero, you may want to educate your kids on how to benefit from the "next cycle" because it could take a while.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-88961456938681907872013-01-14T18:05:31.021-05:002013-01-14T18:05:31.021-05:00This is unfortunately what happens when government...This is unfortunately what happens when government takes a stance of rescuing institutions which have had leverage destroy them. It is unfortunate but the US regulators and government (and by extension all taxpayers/voters) have brought this on themselves.Anonymousnoreply@blogger.com