Independent thinking for complex markets and current events
Private credit firms sold a record amount of debt to themselves last year as the buyout sector’s slowdown pushed them to find new ways to generate cash from loans to companies owned by private equity. Private lenders struck so-called continuation deals worth $15bn globally in 2025, up from almost $4bn the previous year, according to …
Its sad. Guys going broke for a fake relationship — hotrod1 (@o2felt) January 27, 2026
The Norwegian government has begun informing citizens about the possibility of property requisitioning in wartime. The letters have no practical significance in peacetime, but warn that in the event of war, the state may requisition private property, according to euronews. Thousands of Norwegians will receive notices informing them that their homes, cars, boats, and equipment may …
ABF was supposed to be the safe part of private credit. Downside protected. Self-liquidating. Diversified. Turns out "collateral-backed" only works if the collateral is worth something. So much for the safe stuff. pic.twitter.com/oWQvoIHXIZ — junkbondinvestor (@junkbondinvest) January 26, 2026 April is about perfect for a crisis to have max midterm impact. Ed, do you notice …
by Martin Armstrong Private credit or direct lending soared in popularity after the 2008 recession when regulators cracked down on banks, but now, companies backed by direct loans are beginning to fail. Fears surrounding private lenders and their legitimacy are coming to a head. Private credit is lending outside the traditional banking system. It exploded …
The Federal Aviation Administration says a private aircraft with eight people on board has crashed on takeoff from Bangor International Airport in Maine. There was no immediate word on the conditions of those aboard. #maine Read more: https:bit.ly/49X4FMj
If BlackRock is taking hits now, who is next in private credit? Friday evening news drop Troubled Loans Hammer BlackRock’s Private Credit Fund “A BlackRock Inc. private debt fund expects to mark down the net value of its assets 19% after a string of troubled loans weighed on results, marking the latest sign of pressure …
Private credit has surged in popularity since post-financial crisis regulations discouraged banks from serving riskier borrowers. JPMorgan Chase CEO Jamie Dimon warned after a pair of private credit-backed companies declared bankruptcy that problems in credit are rarely isolated. Companies that are most linked to the asset class, such as Blue Owl Capital, as well as …
“Every time the Unemployment Rate crosses its 36-month moving average from BELOW, a recession sets in.” https://t.co/3rknCG3YUH — Kalani o Māui (@MauiBoyMacro) January 18, 2026 “Private credit investors pull $7bn from Wall Street’s biggest funds” Fewer eyes on this story if it drops on the Saturday of a long holiday weekend??? “Private credit investors pulled …
The UK just told you your “private” messages are government property now and if you’re not furious, congratulations, you’ve already been domesticated. 🚨 Starmer is now coming after your end-to-end encrypted messaging apps like Whatsapp and iMessage. Things you say in your private conversations are about to become fair game for the government to arrest …
More corruption with Trump’s people getting rich. What else is new? Tricia McLaughlin, the mouthpiece of DHS, posted a private jet photo to her Instagram. It was recently revealed that her husband’s company won a subcontract on a non-competed $220M contract from DHS, in a deal described by experts as “corrupt” and “worthy of an …
$TLT target is $101 before March. on the macro side: without healthcare and education, private job for Dec. is negative. and The reason Fed’s Miran Says More Than Full Point of Cuts Needed in 2026 is huge slump at the job market has already began. on the TA side: 20dma support,… pic.twitter.com/oUWTzZWaj7 — SwingTrader (@SwingTraderQ) …
In case you're looking for a side gig, whistleblowers on federal fraud receive between 15% and 30% of the recovered amount. https://t.co/mut2saReAs — Peter St Onge, Ph.D. (@profstonge) December 29, 2025 I, for one, applaud the brilliance of the Somali entrepreneurs who realized running a daycare for children is much more profitable without the daycare …
It is the kind of tragedy that makes everything else feel small and meaningless for a moment. 🚨 BREAKING: A private jet owned by NASCAR Driver and humanitarian Greg Biffle has reportedly crashed and exploded in Statesville, NC Unconfirmed reports from local media that Greg and his family were on board PLEASE pray that’s not …
I’ve been seeing a massive uptick in ads and articles lately pitching Private Equity and Private Credit to everyday retail investors. The narrative is always the same: the brokers claim they want to give us access to the same high returns that endowments and the ultra-wealthy have enjoyed for years. But I’ve been digging into …
Once CPI prints on Thursday and it is in line or cooler than expected Then there is very little in the way of the market running for the next few weeks at the very least. All important catalysts will be out of the way. The market has, by all accounts, handled the storm very well …
Candace Owens and I are meeting for a private, in-person discussion on Monday, December 15. @RealCandaceO and I have agreed that public discussions, livestreams, and tweets are on hold until after this meeting. I look forward to a productive conversation. Thank you. — Erika Kirk (@MrsErikaKirk) December 15, 2025 Erika Kirk, the widow of slain …
House Democrats have released over a dozen new photographs of billionaire pedophile Jeffrey Epstein parading around with Donald Trump and Bill Clinton. Democratic lawmakers on the House Oversight Committee unveiled 19 intimate photos from the estate of the disgraced financier. The photos also depict graphic sex toys but it is unclear the location or dates …
WASHINGTON, Dec 5 (Reuters) – The U.S. pressure campaign against Venezuela has led “elements within the Cuban regime” to reach out to the U.S. about what the region would look like without President Nicolas Maduro leading Venezuela, two sources familiar with the contacts said on Friday. The sources, who asked to remain anonymous to describe …
Economy going to be so good but we gotta keep cutting rates https://t.co/Ah1mWdIOjh — TT3 (@TradingThomas3) December 5, 2025 Kevin Hassett, head of the National Economic Council, argues a wave of new factory construction and reshoring projects is building “massive momentum” for the U.S. economy into next year. He points to dozens of recent factory …
The system is quietly trapping everyone while pretending nothing’s wrong. According to the BLM's most recent numbers, private employers are reporting 13,500 job cuts a WEEK. These are PRIVATE EMPLOYERS. NOT GOVERNMENT JOBS. The BLM reports we are seeing the worst job numbers since 2008. If you can HONESTLY justify that, you're a lot of …
The Trump administration is trading billions of dollars of taxpayer money for ownership stakes in companies. The unusual practice shows no sign of slowing. The Trump administration is snapping up ownership shares of private companies it deems essential to national security. It is an unusual new strategy that has already committed more than $10 billion …
AI, Private Credit: Blue Owl Is the Sum of All Investor Fears [BBG.com] Blue Owl Capital Inc. is caught in a trifecta of market worries about private credit, artificial intelligence and the flightiness of wealthy individuals who’ve been the new growth hope for alternative managers in recent years. Its abortive effort to give investors an …
$12 TRILLION CRISIS | Leveraged Loan Defaults EXPLODE 0:00 – Intro 01:19 – Sourced Data 1:50 – #1 Private Credit New Sub-Prime 3:06 – #2 Large Banks Exposed 5:30 – GFC Made Things Worse 9:30 – Bancorp Bad Debt 11:49 – #3 Private Credit Defaults Hidden 14:45 – Intentionally Unregulated 17:39 – #4 $12.4 Trillion …
It’s concerning that insurance companies now have significant exposure to private credit based on questionable ratings Better systemic bank exposure, but still not great — Illiquid Insights (@IlliquidInsight) November 19, 2025 U.S. Insurers Are Binging on Private Credit, Moody’s Says A handful of insurers are buying much of the investments, which are hard to trade …
https://twitter.com/spice1975503/status/1991520334458343476 Noticing a growing number of Fed officials voicing concerns about private credit lately. But this one is esp notable where one of them is openly highlighting risks among life insurers (its largest investor base). If the Fed is concerned about lifers, things are quite serious. pic.twitter.com/sC3uUFrdKq — Mr. VIX (@yieldsearcher) November 20, 2025 Everything’s …
(CNN) — Hourly Walgreens employees will no longer receive paid time off for six major holidays, including Thanksgiving and Christmas, according to reporting from CNN. The change comes about a month after the pharmacy giant was acquired by private equity firm Sycamore Partners. It follows recent workforce reductions — Walgreens announced last month it was …
Private credit is showing the early signs of a real liquidity squeeze. The marks are too high, the cash is leaving, the borrowers are struggling, and Blackstone’s chart is telling the truth before the reports do. It's toxic leveraged buyout trash. Tony Fucking Robbins was promoting it 2ish years ago… pic.twitter.com/wAZtv2ZGkW — Lentil Paws Rexandra🇨🇦🇺🇸🇺🇦🇹🇼 …
OpenAI Races to Quell Concerns Over Its Finances. Sarah Friar, OpenAI’s chief financial officer, faced widespread online pushback after she raised the prospect of government aid for the company at a Wall Street Journal technology conference on Wednesday. OpenAI has embarked on a deal spree to build computing infrastructure to power A.I. development, and Ms. …
According to the report, SEC enforcement attorneys are “looking into whether the firm and some of its senior executives have exerted improper commercial influence on its ratings procedures, said the people, who asked not to be identified discussing the ongoing probe.” Officials in the agency’s complex financial instruments unit are involved in the investigation, the …