Thanks for reading, Jay. It was his idea for me to cover fixed income/credit for these offshore issuers -- I admire him for producing unique, strong content. I will do another 1-2 of these with other issuers as they report earnings in Feb and see if people like it.
Great find on the Winterfell block!
Had an article on Kosmos Energy published a few days before the +22% move on Friday.
Let's see what happens when Q4 2025 results are released soon.
Thanks for sharing!
Thanks for reading, Jennifer. More to follow after 4Q25 results for various issuers are released gradually in coming weeks.
Fantastic article! I second your note about following Ed for shipping. He does a great job.
Thanks for reading, Jay. It was his idea for me to cover fixed income/credit for these offshore issuers -- I admire him for producing unique, strong content. I will do another 1-2 of these with other issuers as they report earnings in Feb and see if people like it.
Excellent. Many thanks for sharing this.
Thanks, Michael. I think I will add more bond pricing info on these in the future to paint a better picture. Appreciate you reading.