Perspectives

Stock market and economy disconnect? The consumer is defining reality. Plus, Apocalypse Soon, Part II. Can central banks continue to “manage” inflation?

Apocalypse soon? In the current environment, there clearly is nothing resembling certainty.  But the probability of seeing stagflation this decade is increasing.

Is globalization on the rocks and can the U.S. decouple from China? Also, what ways can you and your board take advantage of distressed corporate situations?

Deja (CLO) Collateralized Loan Obligations All Over Again. Storm clouds are gathering over the CLO market. Restructuring within the Cannabis industry.

Family Offices and direct investment in middle market deals. Does big oil have a do-or-die decade ahead because of climante change? And, are we in a “valuation bubble”?

The number of overleveraged companies that recognize they may have intractable debt problems is increasing and will we see an increase in hospital bankruptcies?

Distressed oil producers buying time if prices increase; $120B in debt facing energy producers and bad bankruptcy advice for CFOs

Toxic Debt and it’s impact on infrastructure, the retail apocalypse and restructuring versus bankruptcy and the “default” canary in a coal mine.