High Yield Bonds Market - Fixed Income Investments

Experienced #HighYieldBonds Investor. Former @MorganStanley. Not an investment advice #HighYield #Bonds #BondsMarket #FixedIncome #Eurobonds #JunkBonds #EMBonds

[Mario Cavaggioni @CavaggioniMario]

Debit Suisse reports a second straight loss:

The Zurich-based bank had a net loss of CHF 273m, more than the CHF 114.9m loss estimated by analysts for the Q1, driven by CHF 703m in total legal expenses as well as a CHF 206m charge related to Russian exposure.

[Mario Cavaggioni @CavaggioniMario]

Turkey assets feel TRY collapse:

Turkey sovereign
5yr -1.75pt
10yr -2.75pts
30yr -2.5pts

Senior Financials -2pt
Sub Financials -3-3.5pts
Corporates -1pt

Turkey CDS +40bps

#highyield

[Joe Cassandra @JoeCassandra]

Me at 28

- Terrible job
- Couldn't afford a $500 bill
- 1 hr commute
- 1 kid & wife struggling w baby & job

Me at 33

- Write copy generating $25M+
- 6 fig passive income streams
- Multiple biz
- No commute
- 4 kids, wife at home

5 years can change a lot. Don't give up.

[©️redit From Ⓜ️acro to Ⓜ️icro @Credit_Junk]

Also in Europe we have a real estate problematic credit?

A BB bond with maturity at december with yield above 6%..

[Mario Cavaggioni @CavaggioniMario]

@Credit_Junk Nothing related to Evergrande, but some problems of short term refinancing, risk about use of TL to refinance debt (bad for unsecured) and too aggressive add backs on LTV/EBITDA calculations

[Real Time Economics @WSJecon]

China's most market-friendly official had to offer a Mao-style self-criticism for not having stopped rideshare giant Didi from launching an IPO. This is what it looks like as President Xi unravels decades of pro-Western economic policy. https://t.co/VMy8G2HGvw

[Mario Cavaggioni @CavaggioniMario]

Evergrande contagion threat hits China and Hong Kong property stocks https://t.co/xH3vTTzkf1

[*Walter Bloomberg @DeItaone]

*Moderna: MRNA-1273 Remains Highly Effective Against COVID-19 in Real-World Effectiveness Study During Surge in Delta Cases
$MRNA

[Jorge Adrian @JorgeCalderonMx]

@MarketInterest @BondsInvestor definitely among the best options

[High Yield Bonds Market - Fixed Income Investments @BondsInvestor]

@JorgeCalderonMx @MarketInterest Thanks man 👊🏻

[High Yield Bonds Market - Fixed Income Investments @BondsInvestor]

@Hawkeye_74 Which one?

[High Yield Bonds Market - Fixed Income Investments @BondsInvestor]

@CavaggioniMario Thanks 👊🏻

[High Yield Bonds Market - Fixed Income Investments @BondsInvestor]

Online-seminar Cbonds: Inflation fears and rising IG and government yields https://t.co/bDDoOUEETk via @YouTube

[10-K Diver @10kdiver]

15/

Key lesson: A business with faster earnings growth isn't necessarily a better investment than a business with slower earnings growth -- even when both trade at the same multiple.

Earnings Growth, Return on Capital, and Dividend/Free Cash Flow Yield -- all play a role.

[High Yield Bonds Market - Fixed Income Investments @BondsInvestor]

@CavaggioniMario 10y?

[High Yield Bonds Market - Fixed Income Investments @BondsInvestor]

VEDLN 9.25 04/23/26
Vedanta Resources
India
Px 86.33
YTM 13.0%
YTC 19.2%
Maturity 04/23/2026
Call 04/23/2023
Call Px 104.63
Minimum 200k
Coupon 9.250% Fixed
Amt Out 600mm

ISIN USG9T27HAA24
CUSIP G9T27HAA2

Not an investment advice

Prospectus: https://t.co/SD3uUACRM6

[High Yield Bonds Market - Fixed Income Investments @BondsInvestor]

UNIFIN V8.875 PERP
Unifin Financiera
Mexico
Px 85.80
YTM 10.3%
YTC 13.7%
Maturity 12/31/3999
Call 01/29/2025
Call Px 100.00
Minimum 200k
Coupon 8.875%Variable
Amt Out 250mm

ISIN USP94461AD52
CUSIP P94461AD5

Not an investment advice

Prospectus: https://t.co/1IqfZ10PLn

[High Yield Bonds Market - Fixed Income Investments @BondsInvestor]

AZULBZ 5 7/8 10/26/24
Azul
Brazil
Px 92.00
YTM 8.5%
YTC 24.9%
Maturity 10/26/2024
Call 10/26/2021
Call Px 102.94
Minimum 200k
Coupon 5.875%Fixed
Amt Out 400mm

ISIN USU0551UAA17
CUSIP U0551UAA1

Not an investment advice

Prospectus: https://t.co/glJSgqLntW