SubFinCredit

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SubFinCredit

SubFinCredit

@subfincredit

Pro Bono size mover

New York, USA Katılım Ağustos 2014
716 Takip Edilen1.7K Takipçiler
JohannesBorgen
JohannesBorgen@jeuasommenulle·
1) You might have missed it but the EU just published the CMDI package – one of the most consequential pieces of bank regulation. It fixes something that has been really embarrassing about European banking regulation for more than a decade. And the impacts are huge.
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Oladoja
Oladoja@_onlyscott·
Guess the player? 👀 Very Hard
Oladoja tweet media
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JohannesBorgen
JohannesBorgen@jeuasommenulle·
3-5 years, that's a ong time. Meanwhile, Christine is "closely monitoring the situation" :-) *IRAN ATTACKS DAMAGE 17% OF QATAR LNG CAPACITY FOR 3-5 YRS: RTRS
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JohannesBorgen
JohannesBorgen@jeuasommenulle·
Iran Says Next Supreme Leader Has Been Chosen (BN)
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الجزيرة - عاجل
الجزيرة - عاجل@AJABreaking·
عاجل | عراقجي: لا نهاجم دول المنطقة بل نهاجم القواعد الأمريكية وسندافع عن أنفسنا بما يقتضي ذلك
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First Squawk
First Squawk@FirstSquawk·
FRENCH FOREIGN MINISTRY: RECOMMENDS FRENCH CITIZENS PRESENT THERE TO BE VIGILANT, PRUDENT AND IDENTIFY SHELTERS
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JohannesBorgen
JohannesBorgen@jeuasommenulle·
Big year for car thieves in the Netherlands : losses from passenger cars thefts up +38% YOY
GIF
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SubFinCredit
SubFinCredit@subfincredit·
@EurostarUK hey ! Did the train that departed Paris this am actually arrive ? Website is unclear ? Tks
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SubFinCredit
SubFinCredit@subfincredit·
@junkbondinvest “It’s tradable - $6B traded YTD” IG traders can trade above 1bn per day in the US So 6bn YTD seems very low
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junkbondinvestor
junkbondinvestor@junkbondinvest·
Responding to the private credit “myths”: Myth 1: “$40T market, only $2T is leveraged lending” > Redefining private credit to include all non-public debt to minimize the problem. The risky $2T is what’s breaking. Myth 2: “More transparent than public credit” > Transparent to the lender, opaque to everyone else. Academics called it “mark to myth.” DOJ warned about fund-to-fund marks this week. Blue Owl blocked redemptions when marks met reality. BDCs trading 20% below stated NAV. Myth 3: “It’s tradable - $6B traded YTD” > $6B out of how much total? If it’s liquid, why did Blue Owl block redemptions and force a merger at 20% discount? Why are BDCs trading 20% below marks? Myth 4: “Reduces systemic risk” > Banks lend to funds via sub lines. Funds package into CLOs. Insurers buy CLOs. Banks hold SRT from insurers. Life insurers hold $2.5T illiquid at 20-year low capital buffers.
junkbondinvestor tweet media
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SubFinCredit
SubFinCredit@subfincredit·
@jeuasommenulle Technically some LFI MPs have been renting social housing so I’d go with LFI
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JohannesBorgen
JohannesBorgen@jeuasommenulle·
A French MP proposed a law transferring social housing to their tenants for free after 20 years. Can you guess his political party (using simplified descriptions of those parties!)?
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SubFinCredit
SubFinCredit@subfincredit·
‘The number one market in the world, by far’ hé clearly never disapoints
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SubFinCredit retweetledi
Paris Saint-Germain
Paris Saint-Germain@PSG_inside·
Pour l'Histoire 📸
Paris Saint-Germain tweet media
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JohannesBorgen
JohannesBorgen@jeuasommenulle·
Nothing to see here, all is fine. "pas vendu, pas perdu" as we say in French. *Top Japan Insurers See $60 Billion in Unrealized Bond Losses (BN)
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Football Matter
Football Matter@footbolmatter10·
🚨 This Guy roasted Arsenal fans 😂 But where is the lie?
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The Masters
The Masters@TheMasters·
A storybook ending to a lifelong pursuit. Rory McIlroy is the 2025 Masters champion and one of six players to ever capture the career Grand Slam. #themasters
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SubFinCredit
SubFinCredit@subfincredit·
@jeuasommenulle At the moment I thought balls miraculously grew in EU same old after all
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JohannesBorgen
JohannesBorgen@jeuasommenulle·
It turns out bullying works EU set to limit Apple and Meta fines to avoid ire of Donald Trump (FT)
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SubFinCredit retweetledi
Jim Cramer
Jim Cramer@jimcramer·
What happened to all of those buyers from the other day
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