human1234 Posted March 25 Report Posted March 25 A warning about a massive bubble in private equity https://www.reddit.com/r/economicCollapse/s/xqu3Fz4lm2 Quote
pichhipullayya Posted March 26 Report Posted March 26 1 hour ago, human1234 said: A warning about a massive bubble in private equity https://www.reddit.com/r/economicCollapse/s/xqu3Fz4lm2 Quote
dasari4kntr Posted March 26 Report Posted March 26 1 hour ago, human1234 said: A warning about a massive bubble in private equity https://www.reddit.com/r/economicCollapse/s/xqu3Fz4lm2 12 minutes ago, pichhipullayya said: Quote
Popular Post dasari4kntr Posted March 26 Popular Post Report Posted March 26 Collateral debt obligation collateral loan obligation cdo లో ఎవడిదో mortgage ని ఇంకెవడో కొనుక్కుని mortgage collect చేసుకుంటాడు clo లో ఎవడిదో loan (mostly corporate loans) ని ఇంకెవడో కొనుక్కుని collect చేసుకుంటాడు ఒకప్పుడు అప్పు ఇచ్చేవాడు…అప్పు తీసుకునేవాడు అని రెండు categories మాత్రమే వుండేవి…ఇప్పడంటే మనకి computer technology బాగా పెరిగింది కదా ఇలాంటి complex derivatives ని సృష్టించి …rich people కి బాగా దోబ్బెట్టొచ్చు… 3 Quote
dasari4kntr Posted March 26 Report Posted March 26 out of curiosity...and i previously worked on bond market... i just searched it up... Twitter/X bond ratings...in grok... its JUNK BOND... Known Twitter/X Bond Ratings: 2019 Issuance - 3.875% Senior Unsecured Notes due 2027: S&P Global Ratings: Rated BB+ (one notch below investment grade, stable outlook as of December 2019). This was Twitter’s debut in the high-yield (junk) bond market, raising $700 million. Moody’s: Assigned a Ba2 rating (equivalent to BB+, also junk status) at the time. These notes were notable for their low yield (3.875%), one of the lowest for a first-time junk bond issuer, reflecting strong investor demand and Twitter’s solid cash position ($5.8 billion then). 2022 Issuance - 5% Senior Unsecured Notes due 2030: Moody’s: Assigned a Ba2 rating in February 2022 when Twitter raised $1 billion to fund share buybacks and other corporate purposes. Moody’s noted this was "credit negative" due to increased leverage but didn’t downgrade immediately. S&P Global Ratings: Maintained a BB+ rating around this period, though exact updates post-issuance are less clear. Yield at issuance was 5%, reflecting a slightly higher risk perception than the 2019 bonds. Post-Acquisition Context (2022–2025): After Musk’s $44 billion acquisition of Twitter in October 2022, financed partly with $13 billion in debt (via bank loans, not public bonds), the company’s credit profile likely deteriorated due to increased leverage. However, no new public bond issuances have been widely reported under X Corp as of March 25, 2025. Rating Withdrawals: Moody’s withdrew its ratings for Twitter on November 21, 2022, citing insufficient information post-acquisition. S&P also withdrew its ratings on December 2, 2022, for similar reasons, leaving Twitter/X without an active public rating from these agencies at that point. Without new public bond issuances or updated ratings, the current rating status of existing Twitter/X bonds (like the 2027 and 2030 notes) is uncertain unless reinstated by agencies with fresh data. Current Status (as of March 25, 2025): The 3.875% 2027 bonds and 5% 2030 bonds are still outstanding, but their ratings may no longer be actively maintained by S&P or Moody’s due to the withdrawals in 2022. Bond market data (e.g., from platforms like Cbonds or Markets Insider) suggests current yields have risen (e.g., 8.85% for the 2027 bonds as of early 2023), indicating increased perceived risk post-acquisition, though this isn’t a formal rating. X Corp’s shift to a private entity under Musk’s ownership means less transparency, and any new debt (like the acquisition loans) isn’t publicly rated in the same way as the earlier bonds. Summary: Historically, Twitter/X bonds were rated BB+ (S&P) and Ba2 (Moody’s)—solid junk bond status. Post-2022 acquisition, ratings were withdrawn, and no new public bond ratings are confirmed as of now. If you’re asking about a specific bond or current market perception, let me know, and I can search the web or X posts for the latest chatter or data! Quote
nag Posted March 26 Report Posted March 26 15 hours ago, dasari4kntr said: out of curiosity...and i previously worked on bond market... i just searched it up... Twitter/X bond ratings...in grok... its JUNK BOND... Known Twitter/X Bond Ratings: 2019 Issuance - 3.875% Senior Unsecured Notes due 2027: S&P Global Ratings: Rated BB+ (one notch below investment grade, stable outlook as of December 2019). This was Twitter’s debut in the high-yield (junk) bond market, raising $700 million. Moody’s: Assigned a Ba2 rating (equivalent to BB+, also junk status) at the time. These notes were notable for their low yield (3.875%), one of the lowest for a first-time junk bond issuer, reflecting strong investor demand and Twitter’s solid cash position ($5.8 billion then). 2022 Issuance - 5% Senior Unsecured Notes due 2030: Moody’s: Assigned a Ba2 rating in February 2022 when Twitter raised $1 billion to fund share buybacks and other corporate purposes. Moody’s noted this was "credit negative" due to increased leverage but didn’t downgrade immediately. S&P Global Ratings: Maintained a BB+ rating around this period, though exact updates post-issuance are less clear. Yield at issuance was 5%, reflecting a slightly higher risk perception than the 2019 bonds. Post-Acquisition Context (2022–2025): After Musk’s $44 billion acquisition of Twitter in October 2022, financed partly with $13 billion in debt (via bank loans, not public bonds), the company’s credit profile likely deteriorated due to increased leverage. However, no new public bond issuances have been widely reported under X Corp as of March 25, 2025. Rating Withdrawals: Moody’s withdrew its ratings for Twitter on November 21, 2022, citing insufficient information post-acquisition. S&P also withdrew its ratings on December 2, 2022, for similar reasons, leaving Twitter/X without an active public rating from these agencies at that point. Without new public bond issuances or updated ratings, the current rating status of existing Twitter/X bonds (like the 2027 and 2030 notes) is uncertain unless reinstated by agencies with fresh data. Current Status (as of March 25, 2025): The 3.875% 2027 bonds and 5% 2030 bonds are still outstanding, but their ratings may no longer be actively maintained by S&P or Moody’s due to the withdrawals in 2022. Bond market data (e.g., from platforms like Cbonds or Markets Insider) suggests current yields have risen (e.g., 8.85% for the 2027 bonds as of early 2023), indicating increased perceived risk post-acquisition, though this isn’t a formal rating. X Corp’s shift to a private entity under Musk’s ownership means less transparency, and any new debt (like the acquisition loans) isn’t publicly rated in the same way as the earlier bonds. Summary: Historically, Twitter/X bonds were rated BB+ (S&P) and Ba2 (Moody’s)—solid junk bond status. Post-2022 acquisition, ratings were withdrawn, and no new public bond ratings are confirmed as of now. If you’re asking about a specific bond or current market perception, let me know, and I can search the web or X posts for the latest chatter or data! dheeni effect enti bro ..on the stock markets Quote
dasari4kntr Posted March 26 Report Posted March 26 21 minutes ago, nag said: dheeni effect enti bro ..on the stock markets no direct effect on stock market…since its a debt market… 1 Quote
dasari4kntr Posted March 26 Report Posted March 26 24 minutes ago, nag said: dheeni effect enti bro ..on the stock markets but if you ask about…overall corporate debt across usa for all companies….its 1 trillion dollars… tariffs can be game changes for this 1 trillion… Quote
kevinUsa Posted March 26 Report Posted March 26 16 hours ago, dasari4kntr said: Collateral debt obligation collateral loan obligation cdo లో ఎవడిదో mortgage ని ఇంకెవడో కొనుక్కుని mortgage collect చేసుకుంటాడు clo లో ఎవడిదో loan (mostly corporate loans) ని ఇంకెవడో కొనుక్కుని collect చేసుకుంటాడు ఒకప్పుడు అప్పు ఇచ్చేవాడు…అప్పు తీసుకునేవాడు అని రెండు categories మాత్రమే వుండేవి…ఇప్పడంటే మనకి computer technology బాగా పెరిగింది కదా ఇలాంటి complex derivatives ని సృష్టించి …rich people కి బాగా దోబ్బెట్టొచ్చు… This this was also one of the reason for r 2008 crisis Quote
kevinUsa Posted March 26 Report Posted March 26 Most of the loans are secured by insurance kada Quote
dasari4kntr Posted March 26 Report Posted March 26 12 minutes ago, kevinUsa said: Most of the loans are secured by insurance kada yes…one or two..default అయితే…insurance can cover..but ఎక్కువ కంపెనీలు ఒకే సారి default అయితే…insurance companies కూడా default అవుతాయి…pay చేయలేక…its chain reaction…and this is what happened in 2008… Quote
kevinUsa Posted March 26 Report Posted March 26 1 minute ago, dasari4kntr said: yes…one or two..default అయితే…insurance can cover..but ఎక్కువ కంపెనీలు ఒకే సారి default అయితే…insurance companies కూడా default అవుతాయి…pay చేయలేక…its chain reaction…and this is what happened in 2008… Aig 80bn Quote
dasari4kntr Posted March 26 Report Posted March 26 2 minutes ago, kevinUsa said: Aig 80bn yes…ఇదే collapsed in 2008… Quote
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