Commentary
Whitecaps in Large Caps
Issuers in leveraged lending today are divided into three categories: the haves, the have-nots, and the wish-they-hads. As the 2019…
Read MoreDeal, No Deal (Last of a Series)
Tracking data in our market is often a challenge. As we’ve said in other contexts, there are three levels of…
Read MoreDeal, No Deal (Second of a Series)
Last week we took on the question of deal flow. How does the backdrop of M&A activity relate to the…
Read MoreDeal, No Deal (First of a Series)
“I left it right on the piano bench. Now I can’t find it!” Our daughter’s flute instruction book had somehow…
Read MoreStirred, Not Shaken
D28 made headline news last week. No, we’re not referring to a new Stars War character. And it’s not a…
Read MoreA Little Around the Sides
News reached us last week of the passing of Anthony Mancinelli. According to Guinness World Records, Mr. Mancinelli at 108…
Read MoreTake-offs and Landings
Bastille Day is a French national holiday in July with fireworks and parades. This year it was also celebrated in…
Read MoreAnd You Thought Cov-Lite Was a Problem
Two years ago we featured on these pages Oumuamua, a comet masquerading as an alien space ship [link]. Last we…
Read MoreHeads and Tails
News reached us last week of a two-headed snake found in the Pine Barrens of southern New Jersey. The young…
Read MorePar for the Course
Despite our known deficiencies on the links, we were invited last week to a superb round of golf with other…
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