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fohf.bsky.social
FOHF
@fohf.bsky.social
2.1K followers 390 following 28 posts
I HAVE SEEN MY HAT
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Reposted by FOHF
christerak.bsky.social
Houmous Addict @christerak.bsky.social · 16h
LECORNU PLUTOT DEUXCORNU PAS VRAI LA TEAM.
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fohf.bsky.social
FOHF @fohf.bsky.social · 14h
Cheer up, you’re not even a year into the term yet.
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fohf.bsky.social
FOHF @fohf.bsky.social · 15h
Tbf someone must have voted for him.
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fohf.bsky.social
FOHF @fohf.bsky.social · 15h
Dude.
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fohf.bsky.social
FOHF @fohf.bsky.social · 16h
I mean I did tell you this morning.
fohf.bsky.social
FOHF @fohf.bsky.social · 1d
Top is in, lads.
bloomberg.com
Bloomberg News @bloomberg.com · 1d
Exclusive: SoftBank is seeking a $5 billion loan, backed by Arm shares, from global banks as founder Masayoshi Son ramps up AI bets
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fohf.bsky.social
FOHF @fohf.bsky.social · 17h
Professional finjourno handbags is my favourite
a man in a suit and tie is holding a blue purse in front of a colorful background .
ALT: a man in a suit and tie is holding a blue purse in front of a colorful background .
media.tenor.com
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fohf.bsky.social
FOHF @fohf.bsky.social · 18h
I assume Anatoli is the quant.
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fohf.bsky.social
FOHF @fohf.bsky.social · 18h
I’ve found the original
A name label reading “Paul Whiteman”. Which indeed Paul is.
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fohf.bsky.social
FOHF @fohf.bsky.social · 1d
Top is in, lads.
bloomberg.com
Bloomberg News @bloomberg.com · 1d
Exclusive: SoftBank is seeking a $5 billion loan, backed by Arm shares, from global banks as founder Masayoshi Son ramps up AI bets
SoftBank in Talks for $5 Billion Margin Loan Backed by Arm Stock
SoftBank Group Corp. is in talks to borrow $5 billion from global banks, refilling its coffers at a time Masayoshi Son is accelerating the Japanese investment firm’s bets on artificial intelligence.
bloom.bg
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fohf.bsky.social
FOHF @fohf.bsky.social · 1d
First Brands’ on balance sheet financing was largely broadly syndicated debt, not private lending…
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fohf.bsky.social
FOHF @fohf.bsky.social · 1d
Might retrain as a coach.
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fohf.bsky.social
FOHF @fohf.bsky.social · 1d
Constant muttering and a vague whiff of embalming fluid does that.
fohf.bsky.social
FOHF @fohf.bsky.social · 1d
I tried it. People looked nervous.
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fohf.bsky.social
FOHF @fohf.bsky.social · 1d
a close up of a woman 's face with the word smile on the bottom right
Alt: a close up of a woman 's face with the word smile on the bottom right. She is smiling but also looks murderous.
media.tenor.com
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fohf.bsky.social
FOHF @fohf.bsky.social · 1d
Spent time with a “coach”. One of the “coach”’s key recommendations was that I should “smile more”. So.
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fohf.bsky.social
FOHF @fohf.bsky.social · 2d
From this description I guess Joe Marler.
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fohf.bsky.social
FOHF @fohf.bsky.social · 7d
Palm Beach for me as they hired a golf pro to do their marketing so he 1) didn’t understand the product and 2) was a huge draw for golf fans who didn’t ask many difficult questions (other than about their swing, presumably)
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fohf.bsky.social
FOHF @fohf.bsky.social · 7d
>> there hasn’t really been any. LMM still pricing 600+ is probably right for where rates are.
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fohf.bsky.social
FOHF @fohf.bsky.social · 7d
I agree, but if you’ve been running at close to 0% loss rates for 15 years and your investor base don’t care about liquidity (and frankly can shift large loans in the secondary market easily) your spread should compress in those deals. Credit pricing is always informed by loss experience and >>
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fohf.bsky.social
FOHF @fohf.bsky.social · 7d
FWIW factoring/MCA/receivables finance has always had a higher fraud rate than other areas of the lending market. Fans of history should look up Petters, Palm Beach as examples.
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fohf.bsky.social
FOHF @fohf.bsky.social · 7d
>> ‘premium’ there is a combination of illiquidity/small cap/complexity/cyclicality(they tend to be more widget manufacturers than SAAS or healthcare services which dominate the UMM.
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fohf.bsky.social
FOHF @fohf.bsky.social · 7d
The analysis gets being skewed by very large issuers who have the choice of BSL/PC interchangeably and who issue such large club deals that they are barely distinguishable from BSLs. Core middle market/lower middle market still holds more of a premium, generally for lower leverage so your >>
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Reposted by FOHF
katie0martin.ft.com
Katie Martin @katie0martin.ft.com · 8d
Please join me in congratulating Woman on her appointment
news.sky.com
Sky News @news.sky.com · 8d
Woman named as new Archbishop of Canterbury in historic first
Woman named as new Archbishop of Canterbury in historic first
Bishop of London Dame Sarah Mullally, a former nurse, has been named as the next Archbishop of Canterbury - the first time a woman has been appointed to the role in the Church of England's history.
news.sky.com
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fohf.bsky.social
FOHF @fohf.bsky.social · 8d
Jim Chanos, the famous equity investor?
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fohf.bsky.social
FOHF @fohf.bsky.social · 8d
Isn’t it wonderful and strangely peaceful?
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