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  • September 4, 2022
    How you are in this moment

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  • September 3, 2022
    Success does not come to

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  • September 2, 2022
    Compassion is not condescending kindness

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  • September 1, 2022
    Whatever your goal in life

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  • August 31, 2022
    Valens Credit Weekly Insights for August 31, 2022

    Featured Top Idea
    CC – The Chemours Company

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  • August 31, 2022
    If you live joyfully until

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  • August 31, 2022
    PDCE – No Traded CDS, Base Case iCDS 123bps, Negative Case iCDS 180bps, 2026 5.750% Bond YTW of 7.201%, iYTW of 4.481%, Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens, Low Refinancing Need

    PDCE – No Traded CDS, Base Case iCDS 123bps
    Negative Case iCDS 180bps, 2026 5.750% Bond YTW of 7.201%
    iYTW of 4.481%, Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens
    Low Refinancing Need...

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  • August 31, 2022
    CC – Base Case CDS 323bps, Base Case iCDS 122bps, Negative Case iCDS 168bps, 2027 5.375% Bond YTW of 6.750%, iYTW of 4.330%, Ba3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens, Low Refinancing Need

    CC – Base Case CDS 323bps, Base Case iCDS 122bps
    Negative Case iCDS 168bps, 2027 5.375% Bond YTW of 6.750%
    iYTW of 4.330%, Ba3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens
    Low Refinancing Need...

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  • August 30, 2022
    The best thing you can

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  • August 29, 2022
    If you want your body

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  • August 28, 2022
    If we do not work

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  • August 27, 2022
    All through life your physical

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  • August 26, 2022
    The important thing is not

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  • August 25, 2022
    UBER – CDS 262bps, Base Case iCDS 52bps, Negative Case iCDS 60bps, 2025 7.500% Bond YTW of 6.409%, iYTW of 3.579%, B1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens, Low Refinancing Need

    UBER – CDS 262bps, Base Case iCDS 52bps

    Negative Case iCDS 60bps, 2025 7.500% Bond YTW of 6.409%, iYTW of 3.579%

    B1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens

    Low Refinancing Need...

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  • August 25, 2022
    Clarity is a consequence of

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  • August 24, 2022
    Valens Credit Weekly Insights for August 24, 2022

    Featured Top Idea
    BA – The Boeing Company

    Action: Buy 2026 2.750% Bonds CUSIP: 097023DA0 (4.063% YTW, 3.151% iYTW)

    Buy 2026 2.196% Bonds CUSIP: 097023DG7 (4.510% YTW, 3.108% iYTW)

    Buy 2026 2.250% Bonds CUSIP: 097023BR5 (4.475% YTW, 3.135% iYTW)

    Buy 2026 3.100% Bonds CUSIP: 097023CH6 (4.269% YTW, 3.087% iYTW)

    Buy 2027 2.700% Bonds CUSIP: 097023CM5 (4.525% YTW, 3.109% iYTW)

    Buy 2027 5.040% Bonds CUSIP: 097023CU7 (4.630% YTW, 3.108% iYTW)

    Buy 2028 3.250% Bonds CUSIP: 097023DB8 (4.681% YTW, 3.109% iYTW)

    Buy 2029 3.200% Bonds CUSIP: 097023CD5 (4.889% YTW, 2.976% iYTW)...

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  • August 24, 2022
    There is no such thing

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  • August 23, 2022
    You cannot fix the past

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  • August 23, 2022
    GM – Traded CDS 171bps, Base Case iCDS 64bps, Negative Case iCDS 70bps, 2027 4.200% Bond YTW of 4.658%, iYTW of 3.598%, Baa3 Rating from Moody’s, IG4 (equivalent to Baa2) Rating from Valens, Low Refinancing Need

    GM – Traded CDS 171bps, Base Case iCDS 64bps

    Negative Case iCDS 70bps, 2027 4.200% Bond YTW of 4.658%, iYTW of 3.598%

    Baa3 Rating from Moody’s, IG4 (equivalent to Baa2) Rating from Valens

    Low Refinancing Need...

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  • August 22, 2022
    Music is a fantastic expression

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    • Older Posts
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    Action: Buy 2027 5.375% Bonds, CUSIP: 163851AE8 (6.750% YTW, 4.330% iYTW)
    Buy 2028 5.750% Bonds, CUSIP: 163851AF5 (7.437% YTW, 4.437% iYTW)