cate_long's profile picture. I lead a research service for Puerto Rico bondholders. Former contributor to Reuters.

Cate Long

@cate_long

I lead a research service for Puerto Rico bondholders. Former contributor to Reuters.

Utilities Exploring Private Credit in a Potential First Two of the biggest power companies in the US have had talks with private credit lenders about raising money in what would be a first for utilities. financialpost.com/pmn/business-p…


KKR and Apollo say they're not using rater Egan-Jones in their insurance units. Investors should call out market participants they think are misrepresenting risk/data. bloomberg.com/news/articles/…

cate_long's tweet image. KKR and Apollo say they're not using rater Egan-Jones in their insurance units. Investors should call out market participants they think are misrepresenting risk/data. bloomberg.com/news/articles/…

Honoring centuries of American veterans who built, sustained and protect the nation. [A line of Continental Army soldiers marching to meet the British soldiers who have enfiladed the American lines. "The Nation Makers", by Howard Pyle, c. 1902] #veteransday

cate_long's tweet image. Honoring centuries of American veterans who built, sustained and protect the nation. 

[A line of Continental Army soldiers marching to meet the British soldiers who have enfiladed the American lines. "The Nation Makers", by Howard Pyle, c. 1902]
#veteransday

First Brands founder Patrick James ordered members of the finance department to transfer hundreds of millions of dollars of corporate cash to his personal bank account, a family trust and various businesses he controlled, the company’s new CEO testified bloomberg.com/news/articles/…

cate_long's tweet image. First Brands founder Patrick James ordered members of the finance department to transfer hundreds of millions of dollars of corporate cash to his personal bank account, a family trust and various businesses he controlled, the company’s new CEO testified bloomberg.com/news/articles/…

The Puerto Rico OBoard used to tout this data in their fiscal plans about how their restructuring costs were in line w/ other major bankruptcies (this from the May 2020 CW fiscal plan) pg52. PR's bk costs are now 2.5x more & will prob exceed American & Wamu #muniland

cate_long's tweet image. The Puerto Rico OBoard used to tout this data in their fiscal plans about how their restructuring costs were in line w/ other major bankruptcies (this from the May 2020 CW fiscal plan) pg52. PR's bk  costs are now 2.5x more & will prob exceed American & Wamu #muniland

Cate Long reposted

After 41 long days, I’m glad that we finally have a clear path to ending this unnecessary shutdown in a responsible way that quickly pays federal workers and reopens the federal government. It also puts the Senate in a positive position to continue what we started months ago —…


Cate Long reposted

🚨 After 41 DAYS, the Senate has voted to REOPEN the government by passing the clean, nonpartisan funding bill. A huge, long-overdue win for the American people. Now it’s off to the House to finish the job and end the Democrat shutdown once and for all.

RepublicanStudy's tweet image. 🚨 After 41 DAYS, the Senate has voted to REOPEN the government by passing the clean, nonpartisan funding bill. A huge, long-overdue win for the American people. Now it’s off to the House to finish the job and end the Democrat shutdown once and for all.

Cate Long reposted

Expect a boom in the construction of data centers, petrochemical plants, and LNG export facilities, if this policy is implemented. Bullish nat gas, the heavy construction value chain, and the US economy.

TRUMP: ANY PERSON OR COMPANY INVESTING ONE BLN DOLLARS, OR MORE, IN UNITED STATES OF AMERICA, WILL RECEIVE FULLY EXPEDITED APPROVALS AND PERMITS



🇺🇸🇺🇸🇺🇸 The 1st official US Navy activity is the founding of the Continental Navy on Oct 13, 1775, when the Continental Congress authorized the outfitting of two vessels to intercept British supply ships. Think how crazy the colonists were to challenge the worlds greatest navy.

The most extensive, dynamic, once-in-a-generation TV exclusive in American history - taking viewers behind the doors of the world's most elite Navy and Marine training commands.  This Veterans Day, we go Above, Below, and Beyond. Premieres Sunday, Nov. 9 • 8-10p ET • FOX…



The 153,074 layoffs in October mark the highest total since October 2003, when widespread cellphone adoption altered the telecommunications sector. “Like in 2003, a disruptive technology is changing the landscape,” the report noted. #muniland [Lower costs for healthcare?]…

cate_long's tweet image. The 153,074 layoffs in October mark the highest total since October 2003, when widespread cellphone adoption altered the telecommunications sector. 

“Like in 2003, a disruptive technology is changing the landscape,” the report noted. 

#muniland [Lower costs for healthcare?]…

Three Australian states will give electricity consumers three hours a day of free electricity if the household has a smart meter. This will transfer solar overproduction to users to run heavy appliances, charge electric vehicles etc. Smartest energy plan I've seen…

cate_long's tweet image. Three Australian states will give electricity consumers three hours a day of free electricity if the household has a smart meter. This will transfer solar overproduction to users to run heavy appliances, charge electric vehicles etc. Smartest energy plan I've seen…

Cate Long reposted

Trump proposes breaking up insurance companies and sending money directly to the people for medical care

OilHeadlineNews's tweet image. Trump proposes breaking up insurance companies and sending money directly to the people for medical care

The newly elected NYC's mayor's plan to make the city "affordable" comes down to the NY state approving a millionaire's tax. Has anyone counted heads in the legislature for that? Smart report on Mandami's debut at the NY Dems annual Puerto Rico party by @JCColtin #muniland

cate_long's tweet image. The newly elected NYC's mayor's plan to make the city "affordable" comes down to the NY state approving a millionaire's tax. Has anyone counted heads in the legislature for that? Smart report on Mandami's debut at the NY Dems annual Puerto Rico party  by @JCColtin #muniland…

As Gov. Kathy steps up to speak, a few in the crowd chant tax the rich. “I hear you,” she responds, but “I’m the type of person the more you push me, the more I’m not going to do what you want.”

JCColtin's tweet image. As Gov. Kathy steps up to speak, a few in the crowd chant tax the rich. “I hear you,” she responds, but “I’m the type of person the more you push me, the more I’m not going to do what you want.”


New York & New Jersey grant crucial permits for a long-stalled Williams Company pipeline project that would bring more natural gas to New York City area from Pennsylvania. Big win for Williams & bigger win for NYC since Pennsylvania is the richest natgas region in America.


The most mismanaged utility bankruptcy in American history claims another casualty as one of Prepa's generation suppliers, AES, suffers a payment default for not transferring cash to their debt service account #muniland sanjuandailystar.com/post/aes-puert…

cate_long's tweet image. The most mismanaged utility bankruptcy in American history claims another casualty as one of Prepa's generation suppliers, AES, suffers a payment default for not transferring cash to their debt service account #muniland sanjuandailystar.com/post/aes-puert…

Assured Guaranty very bullish on achieving a positive Prepa resolution on their earnings call today #muniland $AGO


Have we bottomed out?

cate_long's tweet image. Have we bottomed out?

US oil rigs unchanged at 414 Baker Hughes #oott



Cate Long reposted

Here's who's financing the data center boom MS estimates private credit could supply over half the $1.5 trillion needed

junkbondinvest's tweet image. Here's who's financing the data center boom

MS estimates private credit could supply over half the $1.5 trillion needed

~Pentagon aims to speed up weapons acquisition process ~Portfolio Acquisition Executives to oversee major weapons programs ~Commercial products to be default acquisition approach ~Time-indexed contract incentives that reward early delivery & penalize delays proportionally…


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