CLOpps 🪬 @CLOperative

just another soldier in the BSL resistance. Joined December 2021

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Following

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CLOpps 🪬 @CLOperative

4 months ago

@ZCapital9 @FoamOnTheRunway @junkbondinvest Indeed. Happened with prison telephony, too.

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CLOpps 🪬 @CLOperative

6 months ago

@TxRErodeo @resetbasis What are market terms for real estate funds?

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@LeylaKuni @50ontheDollar Unless I’m missing something, aren’t tertiary funds just secondaries? I suppose the fees layered at the “tertiary level” is laughable, but I’m confused on how this structure is fundamentally different from secondaries trading with each other?

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CLOpps 🪬 @CLOperative

9 months ago

@BoringBiz_ @Restructuring__ top-of-the-line write-ups on LMEs and bankruptcies.

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CLOpps 🪬 @CLOperative

a year ago

@tallnfat @junkbondinvest Can you expand/case example?

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CLOpps 🪬 @CLOperative

a year ago

@anchovycapital @BoringBiz_ I’m in this post and I don’t like it.

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Anchovy Capital @anchovycapital

a year ago

@BoringBiz_ CLO lenders when they realise company is about to run out of cash and they have to put up new money / get fucked by an up-tier/drop down by Apollo.

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CLOpps 🪬 @CLOperative

a year ago

@DutchmanCapital @junkbondinvest Subpar dm/warf doesn’t help.

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BuccoCapital Bloke @buccocapital

a year ago

Jamie Dimon really woke up yesterday and said “Ain’t no fuckin way I’m pulling guidance on Friday” and got to work

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junkbondinvestor @junkbondinvest

a year ago

Credit investor long cyclicals:

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CLOpps 🪬 @CLOperative

a year ago

Who reports on a Friday at 5:30??

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CLOpps 🪬 @CLOperative

a year ago

@MarginCall4 @junkbondinvest Tariffs and related negative sentiment on overall economic outlook causing little appetite for CLOs, and subsequently causing spreads to widen. Also, just in my corner, had a few deals pulled due to idiosyncratic reasons.

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Boring_Business @BoringBiz_

a year ago

Private equity firms doing NAV financings with their own mark to market estimates of the portfolio companies

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JUNK BOND ANALYST @junkbondanalyst

a year ago

how Gibson Dunn stands while they watch the CLO analyst sign the co-op agreement

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CLOpps 🪬 @CLOperative

a year ago

@junkbondanalyst *also how they watch you from afar when they don’t let you in the co-op

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junkbondinvestor @junkbondinvest

a year ago

CLO watching Clearlake strip all their collateral but still committing to their next deal

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junkbondinvestor @junkbondinvest

a year ago

CLO investor JUST realizing they lost their collateral three amendments ago:

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CLOpps 🪬 @CLOperative

a year ago

When I leave for anything over 5m

Thorsten Ball @thorstenball

a year ago

I think I'm done with security. The endless unlocking, touch id here, face id here, enter your password again because it's been 5 minutes, pull out phone for this code, no this code comes via text, no this is a magic link, hey this is a passkey, come on, touch here again