Gordian Perspectives for June 2020
Stock market and economy disconnect? The consumer is defining reality. Plus, Apocalypse Soon, Part II. Can central banks continue to “manage” inflation?
Read MoreGordian Perspectives for May 2020
Apocalypse soon? In the current environment, there clearly is nothing resembling certainty. But the probability of seeing stagflation this decade is increasing.
Read MoreGordian Perspectives for April 2020
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?
Read MoreGordian Perspectives for March 2020
Deja (CLO) Collateralized Loan Obligations All Over Again. Storm clouds are gathering over the CLO market. Restructuring within the Cannabis industry.
Read MoreGordian Perspectives for February 2020
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”?
Read MoreGordian Perspectives for January 2020
The number of overleveraged companies that recognize they may have intractable debt problems is increasing and will we see an increase in hospital bankruptcies in the healthcare sector?
Read MoreGordian Perspectives for December 2019
Distressed oil producers buying time if prices increase; $120B in debt facing energy producers and bad bankruptcy advice for CFOs
Read MoreGordian Perspectives for November 2019
Toxic Debt and it’s impact on infrastructure, the retail apocalypse and restructuring versus bankruptcy and the “default” canary in a coal mine.
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