Perspectives
Articles & Briefs
Timely, practical briefs on restructurings, fiduciary matters, wind-down strategy, and the decisions that shape distressed-company outcomes.
More Articles
Markets & Capital Discipline
Why Korea’s Market Rout, Higher U.S. Rates, and the Falling Price of AI Belong in the Same Conversation
An analysis of July 2026’s back-to-back KOSPI circuit breakers, a 30-year Treasury yield near 5.24%, roughly $730 billion of hyperscaler capital spending, and the open-weight AI debate—and what the combination means for capital discipline.
Author
Jim Baer
Reviewed By
CMBG Team
Economic & Strategic Outlook
Why Economic Capacity and Space Strategy Now Belong in the Same Conversation
A strategic assessment of how federal debt, critical-mineral concentration, industrial policy, commercial space infrastructure, and international standards will shape U.S. leadership beyond Earth.
Author
CMBG Advisors
Reviewed By
CMBG Team
Debt & Fiscal Discipline
Debt, Discipline, and the Cost of Postponing Difficult Choices
A professional introduction to Jim Baer’s forthcoming book, The Long Postponement, and its central argument about debt, fiscal tradeoffs, inflation, growth, and long-term discipline.
Author
Jim Baer
Reviewed By
CMBG Team
Private Credit & Restructuring
Private Credit’s Liquidity Test Is Moving Into the Middle Market
What rising redemption requests, non-accruals, PIK income, and valuation gaps in private credit may mean for lenders, sponsors, boards, and middle-market companies.
Author
CMBG Advisors
Reviewed By
CMBG Team
Assignments for Benefit of Creditors
Delaware's New ABC Law: What It Means for Distressed Businesses
Delaware's new Uniform Assignment for Benefit of Creditors Act makes ABCs more predictable for distressed companies, lenders, and investors evaluating a state-law wind-down.
Author
CMBG Advisors
Reviewed By
CMBG Team
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