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Private Credit Unfiltered: Everyone Is Talking Their Book
A field guide to who's selling what in the private credit stress cycle
Apr 15
50
2
2
Credit Weekly: Foundation Cracks
Software gets all the attention. Building products is quietly becoming one of the most distressed sectors in leveraged credit.
Apr 12
39
2
Liberty Energy ($LBRT): The Fracker Who Wants to Power the AI Boom
What Are You Actually Buying with the LBRT 0% Converts?
Apr 10
25
1
Private Credit Unfiltered: Match-Funded
Everyone says the gates are working. Nobody is talking about what happens when the loans come due.
Apr 8
42
2
2
Credit Weekly: The Holdout Trade
The most contrarian trade in software credit isn't buying the dip. It's waiting.
Apr 5
40
2
1
EchoStar ($SATS): Is This The Cheapest Way to Buy SpaceX Before the IPO?
The back-of-envelope math looks compelling. But are you actually buying at a discount?
Apr 3
29
2
Private Credit Unfiltered: What’s Behind the Gate
The Adverse Selection Nobody Is Talking About
Apr 1
57
5
4
March 2026
Credit Weekly: The Biggest Deal Since The GFC Priced This Week
The primary market is celebrating. The secondary market is telling you something else.
Mar 29
37
3
Super Micro's ($SMCI) Busted Converts: What the 11% Yield Is Not Telling You
A special situation credit analysis of SMCI's convertible bond stack
Mar 27
25
2
Credit Weekly: The Dip That Doesn't Fade
The playbook requires three conditions. All three are broken.
Mar 23
38
3
Blue Owl Capital ($OWL): The Book Nobody Believes (Part 2 or 2)
The market has already passed judgment on Blue Owl. Here is whether it got it right.
Mar 21
24
2
Blue Owl Capital ($OWL): The Book Nobody Believes (Part 1)
Three businesses, one discount, and five debates that determine whether it's earned.
Mar 19
33
1
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