LiquidCreditDonny

Liquid credit pro; RIP Mike Leach; overreactions likely; no deal updates

[LiquidCreditDonny @LCreditDonny]

@zerohedge It’s a financing trade. It’s not even close to CLO squared

[LiquidCreditDonny @LCreditDonny]

@theblockspot This post won’t age well

[LiquidCreditDonny @LCreditDonny]

@lisaabramowicz1 Probably high. But lots of comments from accounts that haven’t been through a cycle.

[LiquidCreditDonny @LCreditDonny]

@DiMartinoBooth @business USS used to be #1 in #2

[LiquidCreditDonny @LCreditDonny]

@JRmarkets @HayekAndKeynes Not much diversification benefits pairing the behemoths. Too much overlapping exposures. ARCC/MAIN/HTGC combo is a good diversifier.

[LiquidCreditDonny @LCreditDonny]

@KevinBrockwayG1 @Gator_sports RIP JMU

[LiquidCreditDonny @LCreditDonny]

@GatorsScott 3:16 would’ve been cooler

[LiquidCreditDonny @LCreditDonny]

@delatorre @lentzrookie Spurrier would’ve never coached there is this were true. AD didn’t want him. Boosters forced the issue.

[LiquidCreditDonny @LCreditDonny]

Urban Meyer coming back to coach Florida would be wild.

[LiquidCreditDonny @LCreditDonny]

@SECNetwork @AggieFootball @TexasFootball They literally hate each other. At an institutional and personal level.

[LiquidCreditDonny @LCreditDonny]

@OUDaily Good looking crew

[LiquidCreditDonny @LCreditDonny]

@DKThompson Which one are you?

[LiquidCreditDonny @LCreditDonny]

The locker room won’t forget that play by Mahomes anytime soon.

[LiquidCreditDonny @LCreditDonny]

@colecubelic Boomer…

[LiquidCreditDonny @LCreditDonny]

I think it’s fair to say Zervos wants the job.

[LiquidCreditDonny @LCreditDonny]

@KeithMcCullough Talk about seeing the ball well… total understatement.

[LiquidCreditDonny @LCreditDonny]

@MartySmithESPN In unrelated news, Google searches for “Lake Winterset” jump exponentially.

[LiquidCreditDonny @LCreditDonny]

Almost over the finishline on high yield earnings season….less than 15% of companies missed expectations and ~3x that amount beat expectations.

Even better, management commentary generally more positive/less negative than last quarter.

Stay long risk.

[LiquidCreditDonny @LCreditDonny]

@RearAdBsBlog @hashgrassorcash Only when I disagree with their yard signs

[LiquidCreditDonny @LCreditDonny]

@Globalflows Great conversation