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David Meneret at Mill Hill Capital was described by Michael Green as having accurately characterized Arini as the offer on high-yield credit default swaps.
In his remarks, Michael Green, chief strategist and portfolio manager at Simplify Asset Management, said he believes Arini could become the Bear Stearns of the 2027 cycle. Green reminded readers that the market set new highs after the original Bear Stearns event.
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Green has previously highlighted the growing convexity risk tied to rising yield levels. He also addressed merger dynamics, emphasizing a single key advantage in the proposed SPCX and TSLA merger. These comments frame Green’s ongoing focus on market structure and risk factors.