Apr 14
Rumours already surround CERBA / LNZING and FONFP.
But can MODULA, HOUSEH, MERLLN, SIGBID, IONPLA really avoid a similar fate?
The CCC SUNs are already a no go, is it worth owning any of this stuff unless you are buying in the 70s?
14 Aug 2025
This is the source of alpha in 'performing' EUR HY single B space.
Which of these quasi-zombies (HOUSEH, FONFP & MERLLN) can return to the performing pack?
And which of the dogs (MODULA, SIGBID, BIOGRP) might join them?
Pick your poison 💊🤮💉
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$IONPLA. Imagine thinking this bro wouldn't LME: "He was born in Bologna in 1970, graduated in economics from the University of Bologna and went on to obtain a PhD in mathematics from Imperial College London. He began working in 1994 as a bond trader for Salomon Brothers"
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