Commentary
Reflation Nation (Second of Two Parts)
An astute Lead Left reader sent us the following note regarding last week’s commentary: “Besides the beneficial economic impact of…
Read MoreReflation Nation (First of Two Parts)
In February 1983 your correspondent bought his first house with a 13% 30-year fixed rate mortgage. Why fixed? Because the…
Read More2021: The Great Reception (Last of a Series)
We wrap our special series with an outlook for private credit. The value proposition of the asset class was fully…
Read More2021: The Great Reception (Second of a Series)
We continue our special series on the outlook for the year ahead with a look at the capital markets. What…
Read More2021: The Great Reception (First of a Series)
It was just another painful ramification of the pandemic. We’re referring, of course, to the nationwide absence of Grape-Nuts on…
Read More2020: A Year of Surprises (Last of a Series)
We conclude our special series, “Five Biggest Private Capital Surprises of 2020,” with: Surprise #5: The M&A Big Bang Last…
Read More2020: A Year of Surprises (Part Four)
We continue our special series with the fourth of “Five Biggest Private Capital Surprises of 2020”: Surprise #4: Which Industries…
Read More2020: A Year of Surprises (Part Three)
We continue our special series with the third of our “Five Biggest Private Capital Surprises of 2020:” Surprise #3: Where…
Read More2020: A Year of Surprises (Part Two)
We continue our special series with the second of our “Five Biggest Private Capital Surprises of 2020:” Surprise #2: Non-Correlated…
Read More2020: A Year of Surprises (Part One)
It’s accepted wisdom in the publishing world that magazines sell better with headlines like “The 7 Fastest Ways to Lose…
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