1. 

   Daal

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   https://www.wsj.com/articles/buy-tu...g-markets-arent-bargains-they-seem-1535988617

    

   #1     Sep 3, 2018

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2. 

   timdug

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   They have bond redemptions a-comming AND loan repayments in a USD thats about 2000 basis points above where they borrowed. Money today, forget tomorrow.

    

   #2     Sep 3, 2018

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3. 

   dealmaker

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   ""

    

   #3     Feb 6, 2019

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