Kaoboy Musings

Kaoboy Musings

Re: Investing - "Rumpelstiltskin Risks" & Why Not All Securitizations Are Created Equal.

There have been some alarmist comments about "CLOs imploding" recently. This piece dispels those rumors but explains why you still must be vigilant of the "Rumpelstiltskin Risk" in Securitizations.

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Michael Kao
Jun 22, 2024
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There have been some alarmist comments and articles about "CLOs imploding" recently, implying the beginnings of Credit Contagion. This piece dispels those rumors but explains why you still must be vigilant of the "Rumpelstiltskin Risk" in Securitizations. Most importantly, this piece aims to demonstrate why not all Securitizations and CLOs are created e…

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