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tepper-distressed-macro

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Use when evaluating David Tepper-style distressed macro opportunities: crisis assets, policy backstops, capital structure, bank/credit stress, and asymmetric recovery trades.

When to use

• Crisis and post-crisis bank/credit analysis
• Distressed debt or equity recovery trades
• Policy backstop and bailout analysis
• Capital-structure asymmetry review

When not to use

• Buying distressed equity when the fulcrum security is debt
• Assuming government support protects common shareholders
• Ignoring dilution and restructuring terms

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