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Junk Bond Analyst
Junk Bond Analyst
The pods are not okay

Nov 8, 2026

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8 min read

The pods are not okay

Arini's losses hit 32%, the big platforms cut credit pods, ING put data center loans up for auction, and the selloff climbed into BBs and Bs.

Junk Bond Analyst
Junk Bond Analyst
Trick or margin call 👻🎃

Nov 1, 2026

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12 min read

Trick or margin call 👻🎃

Arini sold into margin calls, Weil moved to wind down, Anthropic closed a $63 billion chip loan, and hackers took $6.3 billion from Binance.

Junk Bond Analyst
Junk Bond Analyst
Flight to safety. JetBlue not included.

Oct 25, 2026

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8 min read

Flight to safety. JetBlue not included.

Rates rallied, CCCs hit 1,340bp, and an airline's bonds landed in the low 40s.

Junk Bond Analyst
Junk Bond Analyst
Everybody wants a bigger coupon

Oct 18, 2026

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6 min read

Everybody wants a bigger coupon

Volta paid up, Anthropic offered 10%, and the gap between BBs and CCCs hit its widest level. Here's your week in credit.

Junk Bond Analyst
Junk Bond Analyst

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