by xxxlefmxxx 23-May-2022 06:08:02 PM – SNAP INC – SINCE CO ISSUED GUIDANCE ON APRIL 21, 2022, MACROECONOMIC ENVIRONMENT HAS DETERIORATED FURTHER AND FASTER THAN ANTICIPATED – FILING 23-May-2022 06:09:00 PM – SNAP INC – BELIEVE IT IS LIKELY THAT WE …
% of new corporate loans extended to companies with debt/EBITDA >6x now at record-high. Negative risk-free real yields, little-to-no volatility and very tight credit spreads push the private sector to take more exposure down the risk curve. Capital misallocation everywhere. …
https://twitter.com/NorthmanTrader/status/1390642011972292608 "If the “data available” is not capturing the full scale of risks between the hedge funds and the mega banks and the broker dealers they own, then there is zero evidentiary support for the Fed to state that “Banks …
Global Debt Just as rates rise and money supply growth moderates… … Global debt to EBITDA reaches multi-year highs.
Firms are taking advantage of the low interest rates and 9 years of expansion. An elongate business cycle is a situation where being cautious hurts. If a firm decided to take less risk a few years ago because management thought …
