Spengler Capital 🇺🇲🇺🇦🏳️‍🌈
@egoncap.bsky.social
360 followers 440 following 1.1K posts
Former Tweeter #fintwitter Private Markets / Buyside / Credit (He/Him/His/Hater) Veteran. I stand with Ukraine. "Person, woman, man, camera, TV."
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Reposted by Spengler Capital 🇺🇲🇺🇦🏳️‍🌈
Reposted by Spengler Capital 🇺🇲🇺🇦🏳️‍🌈
julieannewingate.bsky.social
SCRAP THE CAP
SCRAP THE CAP
SCRAP THE CAP
SCRAP THE CAP
SCRAP THE CAP
SCRAP THE CAP
egoncap.bsky.social
"Non-pro rata uptier"
joshuabhoe.bsky.social
In honor of spooky month, share a 4 word horror story that only someone in your profession would understand:

"New Manhattan Institute article"
coreyryung.bsky.social
In honor of spooky month, share a 4 word horror story that only someone in your profession would understand:

New LMS platform adopted
egoncap.bsky.social
I support this. Self-select the worst of the worst out of the force.
egoncap.bsky.social
Democrats need to be blasting out that they want to bring the house back into session to (1) pay the military, (2) extend ACA subsidies, and (3) release the Epstein files.

These are all winning issues and Dems need to play offense.

Johnson is painting himself into a corner.
egoncap.bsky.social
Ken, you pit three individuals against each daily. When will you instead take on the corrupt judges (many people are saying). Sad!
egoncap.bsky.social
Eh. Private Credit is a lot bigger than ABS loans. The largest portion of PC is vanilla direct lending to businesses.

I'm not going to defend ABS and ABL (just look at First Brands) but most people don't think of this type of lending first when talking about PC.
egoncap.bsky.social
Future cash flows lower due higher likelihood of decline in base rates?