@randysteuart

(mostly) credit guy lookin for bps and peops

 Toronto
credit.ewingmorris.com
Joined September 2025
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The New Private Equity $FUL
Randy Steuart
@randysteuartMay 9

The New Private Equity

Article · @randysteuart
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a few days from the top tick
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neither was this:
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good psa: venture-splaining the CDS market is not helpful
Just Another Pod Guy
@TMTLongShortOct 17
I’ll say this again really loudly for the noobs who aren’t familiar with these markets NEOCLOUD CDS ARE NOT A REFLECTION OF CONSENSUS DEFAULT RISK AND INCORPORATE A WIDE ARRAY OF MARKET CONSTITUENTS HEDGING THEIR TAIL RISK ACROSS THE CAPITAL STRUCTURE INTO FAIRLY ILLIQUID POOLS If Chamath says “sharps” one more time on this all-in episode I’m going to crash out. Thanks for coming to my TED talk 🫡
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Replying to @nikitabier
So ... the vibe-dog door arrive? Did they do it right?
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8Bn a quarter at HRT...
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Alexandr Wang on the David Senra podcast telling me that Hudson River Trading made in one quarter what it took Renaissance Technologies to make in a year in its heyday. @alexandr_wang @davidsenra @WeAreHRT
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Electronic Arts trying to pull off a defeasance $250 mill issue
unavailable
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what an epic re-allocation of resources
Jason Furman
@jasonfurmanOct 8
This is what crowd out looks like.
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AIG could be considered 'honorable discharge' (satirically). One of my fav bbg corp action pages out there: "Acquirer: United States of America"
Will Manidis
@WillManidisOct 7
if you think about it getting nationalized is kinda like an honorable discharge for the capital markets
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Replying to @WillManidis
Agreed it's the main function of the job. But Jim Sinegal and Jeff Brotman. Was the generational leadership story of Costco really steeped in capital allocation? Genuine question.
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Replying to @jeremygiffon
xitter.cf/randysteuart/status/20…
Randy Steuart
@randysteuartJul 29
Sam Altman on one of the negative externalities of the AI revolution: cognitive atrophy. Been thinking a lot about this.
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A HY new issue break for the ages. Even though they may look high, $PSKY should be very happy with these coupons.
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Replying to @MoS_Investing @JerryCap @MDBBolsa
plenty of technical ability.
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Oh look, a US Treasury at 42 cents.
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Also a good way to spike your debt cost of capital.
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TIL $FICO did a $1.5Bn levered ASR in June. Stock down almost 50pct since 6/30. Reminder that not all buybacks are a good idea.
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$FUL
Randy Steuart
@randysteuartMay 9

The New Private Equity

Article · @randysteuart
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* $AFN.TO
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Replying to @breadcrumbsre @alexsongis
There should be a book on this. Maybe mauboussins birth, death and wealth creation captures it. Thinking most cos that actually went bankrupt never made fcf in the first place. Ie: resource exploration, .coms stuff, pharma, promotes, etc.
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