Writing

The covenant extractor: how it reads a credit agreement, how it's scored against labels I haven't reviewed yet, what 184 documents cost to run, and where it's still wrong.

Building a complete financial dataset out of primary sources: point-in-time fundamentals and full statements for every US filer, Treasury and Fed credit history, and a corpus of credit agreements underneath structured covenant terms that cite the exact line they came from.

The 2031 first-lien term loan at par against the same issuer's unsecured notes at 104 to 105, where the call schedules capped total return.