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"They're Just Chasing" - The Fed Has Put Distressed Investors Out Of Business... Again


by Tyler Durden
People aren’t investing, they’re just chasing.
That is the ominous, ponzi-like warning from Adam Cohen, Caspian Capital’s managing partner as the distressed debt investor has chosen to return some money to investors because the rewards don t justify the high risks anymore.
He is not wrong as
it s party time for zombie companies everywhere as high yield is now officially low yield.
As a result of the unprecedented (Fed-sponsored) demand for junk, a majority of new issues, even those rated in the riskiest CCC tier of junk, have been hugely oversubscribed. So much so, in fact, that according to Credit Suisse, this  year  has  witnessed a remarkable rally in lower quality HY paper with the triple hooks , i.e., the ....

Adam Cohen , Credit Suisse , Caspian Capital , Oaktree Capital , Howard Marks , Arena Investors , Oaktree Capital Management , Olympus Peak , பண்படாமனித இயல்பு கோஹன் , கடன் ஸ்யூயி , காஸ்பியன் மூலதனம் , ஓக் மரம் மூலதனம் , ஹோவர்ட் மதிப்பெண்கள் , அரங்கம் முதலீட்டாளர்கள் , ஓக் மரம் மூலதனம் மேலாண்மை , ஒலிம்பஸ் உச்சம் ,

With $1 Trillion of Distress Gone, Debt Pickers Fight for Scraps


With $1 Trillion of Distress Gone, Funds Find Scraps
Bloomberg
11 mins ago
Katia Porzecanski and Katherine Doherty
(Bloomberg) For investment firms that profit by buying the debt of troubled companies, it looked like the opportunity of a lifetime: a $1 trillion pile of distressed bonds and loans in the Americas alone as the pandemic sent markets into meltdown last March.
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But after a massive federal bailout and rock-bottom interest rates kept even some of the shakiest companies afloat, those juicy targets have shriveled to less than $100 billion. That’s left distressed-debt specialists who at one point last year had $131 billion to spend rummaging for increasingly elusive bargains. Even the real estate sector, which was hammered after the pandemic shuttered offices, hotels and stores, has managed for now to avoid an epic wipeout. ....

Chris Acito , David Lebovitz , Ann Taylor , Howard Marks , Jason Dillow , Bardin Hill , Angelo Gordon , Adam Cohen , Dan Zwirn , Oaktree To Angelo Gordon Co , Federal Reserve , Ascena Retail Group , Group Inc , Entertainment Holdings Inc , Oaktree Capital Group , Chucke Cheese , Blackstone Group , Pizza Hut , Caspian Capital , Peak Asset Management , Oaktree Capital Management , Bloomberg Number , Arena Capital , Chief Executive Officer Dan , Olympus Peak , Bardin Hill Investment ,

With $1 Trillion of Distress Gone, Debt Pickers Find Scraps


With $1 Trillion of Distress Gone, Debt Pickers Find Scraps
Distressed debt specialists who at one point last year had $131 billion to spend are rummaging for increasingly elusive bargains.
Bloomberg | Apr 06, 2021
(Bloomberg) For investment firms that profit by buying the debt of troubled companies, it looked like the opportunity of a lifetime: a $1 trillion pile of distressed bonds and loans in the Americas alone as the pandemic sent markets into meltdown last March.
But after a massive federal bailout and rock-bottom interest rates kept even some of the shakiest companies afloat, those juicy targets have shriveled to less than $100 billion. That’s left distressed-debt specialists who at one point last year had $131 billion to spend rummaging for increasingly elusive bargains. Even the real estate sector, which was hammered after the pandemic shuttered offices, hotels and stores, has managed for now to avoid an epic wipeout. ....

Chris Acito , David Lebovitz , Ann Taylor , Howard Marks , Jason Dillow , Bardin Hill , Angelo Gordon , Adam Cohen , Dan Zwirn , Oaktree To Angelo Gordon Co , De Shaw Co , Federal Reserve , Ascena Retail Group , Group Inc , Entertainment Holdings Inc , Cineworld Group Plc , Chucke Cheese , Pizza Hut , Caspian Capital , Peak Asset Management , Oaktree Capital Management , Arena Investors , Chief Executive Officer Dan , Olympus Peak , Bardin Hill Investment , Holdings Inc ,