Commentary
Private Credit – Why Now? (First of a Series)
In recent weeks we’ve devoted considerable space to how the Fed’s Great Unwind and rate hikes have impacted the economy,…
Read MoreOf Rates and Recessions (Last of a Series)
We conclude our unpacking of the rich content delivered by our three top economists in last month’s exclusive webinar [link]…
Read MoreOf Rates and Recessions (Third of a Series)
This week we continue unpacking the rich content our three top economists provided for last week’s exclusive webinar [link]. Here…
Read MoreOf Rates and Recessions (Second of a Series)
The Lead Left’s exclusive Lead Left webinar, ”Of Rates and Recessions: What’s Ahead for the Economy,“ aired yesterday with over…
Read MoreOf Rates and Recessions (First of a Series)
One of many challenges of the investing climate is reading the economic signs. Is inflation coming down or going up?…
Read MorePrivate Credit in an Age of Scarcity (Last of a Series)
As our Quote of the Week concisely frames it, the world is changing from one where risk-taking was rewarded, to one where…
Read MorePrivate Credit in an Age of Scarcity (Third of a Series)
In a world where cash is either being withdrawn systemically through quantitative tightening or selectively by investor caution, capital formation…
Read MorePrivate Credit in an Age of Scarcity (Second of a Series)
Supply chain issues aren’t limited to bikes and baby formula. As the Fed withdraws liquidity from the banking system and…
Read MorePrivate Credit in an Age of Scarcity (First of a Series)
Our keynote address at this week’s SuperReturn US Private Credit conference allowed us to share a reconsideration of the impact…
Read MoreA League of Its Own
We all have a few sad childhood memories. One of our lowest moments was coming home for Thanksgiving freshman year…
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