This Wall Street Journal article is sure to spark plenty of discussion.
@wsj.com #economy #markets #privatecredit
@wsj.com #economy #markets #privatecredit
March 30, 2026 at 9:55 AM
This Wall Street Journal article is sure to spark plenty of discussion.
@wsj.com #economy #markets #privatecredit
@wsj.com #economy #markets #privatecredit
Following up on my earlier post about Blue Owl news: Check out this FT chart.
#economy #markets #blueowl #privatecredit @financialtimes.com
#economy #markets #blueowl #privatecredit @financialtimes.com
February 19, 2026 at 11:39 AM
Following up on my earlier post about Blue Owl news: Check out this FT chart.
#economy #markets #blueowl #privatecredit @financialtimes.com
#economy #markets #blueowl #privatecredit @financialtimes.com
... activities, consumer debt requires different risk-modeling "muscles" while less amenable to their value
#economy #markets #privatecredit @financialtimes.com
4 of 4
#economy #markets #privatecredit @financialtimes.com
4 of 4
December 23, 2025 at 7:00 PM
... activities, consumer debt requires different risk-modeling "muscles" while less amenable to their value
#economy #markets #privatecredit @financialtimes.com
4 of 4
#economy #markets #privatecredit @financialtimes.com
4 of 4
Per the WSJ below, Carlyle joins several other private credit firms in imposing limits on redemptions.
#economy #markets #privatecredit
#economy #markets #privatecredit
April 9, 2026 at 2:38 PM
Per the WSJ below, Carlyle joins several other private credit firms in imposing limits on redemptions.
#economy #markets #privatecredit
#economy #markets #privatecredit
Another one ...
Blackstone's $79 billion Private Credit Fund joins those limiting withdrawals to 5% in the face of significantly higher requests from investors.
#economy #privatecredit #matkets
Blackstone's $79 billion Private Credit Fund joins those limiting withdrawals to 5% in the face of significantly higher requests from investors.
#economy #privatecredit #matkets
June 4, 2026 at 1:16 PM
Another one ...
Blackstone's $79 billion Private Credit Fund joins those limiting withdrawals to 5% in the face of significantly higher requests from investors.
#economy #privatecredit #matkets
Blackstone's $79 billion Private Credit Fund joins those limiting withdrawals to 5% in the face of significantly higher requests from investors.
#economy #privatecredit #matkets
...
The $25 billion business development company, Apollo Debt Solutions, capped withdrawals at 5% of outstanding shares Monday after clients sought to redeem 11.2%."
#economy #markets #privatecredit
The $25 billion business development company, Apollo Debt Solutions, capped withdrawals at 5% of outstanding shares Monday after clients sought to redeem 11.2%."
#economy #markets #privatecredit
March 23, 2026 at 9:19 PM
...
The $25 billion business development company, Apollo Debt Solutions, capped withdrawals at 5% of outstanding shares Monday after clients sought to redeem 11.2%."
#economy #markets #privatecredit
The $25 billion business development company, Apollo Debt Solutions, capped withdrawals at 5% of outstanding shares Monday after clients sought to redeem 11.2%."
#economy #markets #privatecredit
From the @financialtimes.com:
"Shares of the biggest private investment managers on Wall Street tumbled on Thursday after Blue Owl permanently restricted investors from exiting a debt fund for retail investors, sending shivers through the industry."
#markets #privatecredit #blueowl #investing
"Shares of the biggest private investment managers on Wall Street tumbled on Thursday after Blue Owl permanently restricted investors from exiting a debt fund for retail investors, sending shivers through the industry."
#markets #privatecredit #blueowl #investing
February 20, 2026 at 12:12 AM
From the @financialtimes.com:
"Shares of the biggest private investment managers on Wall Street tumbled on Thursday after Blue Owl permanently restricted investors from exiting a debt fund for retail investors, sending shivers through the industry."
#markets #privatecredit #blueowl #investing
"Shares of the biggest private investment managers on Wall Street tumbled on Thursday after Blue Owl permanently restricted investors from exiting a debt fund for retail investors, sending shivers through the industry."
#markets #privatecredit #blueowl #investing
Bloomberg: #Apollo is limiting redemptions from a #privatecredit #fund for the third straight quarter. #Investors are pulling cash over fears around #loanquality and exposure to legacy #software businesses.
September 23, 2026 at 1:19 PM
Bloomberg: #Apollo is limiting redemptions from a #privatecredit #fund for the third straight quarter. #Investors are pulling cash over fears around #loanquality and exposure to legacy #software businesses.
...There’s also the “elephant in the room” question regarding much larger systemic risks (nowhere near the magnitude of those which fueled the 2008 Global Financial Crisis, but a significant – and necessary – valuation hit is looming for specific assets).
More to follow.
#markets #privatecredit
More to follow.
#markets #privatecredit
February 19, 2026 at 10:37 AM
...There’s also the “elephant in the room” question regarding much larger systemic risks (nowhere near the magnitude of those which fueled the 2008 Global Financial Crisis, but a significant – and necessary – valuation hit is looming for specific assets).
More to follow.
#markets #privatecredit
More to follow.
#markets #privatecredit
Another notable private debt fund caps withdrawals for the second straight quarter at a time when the industry understandably wants to avoid more headlines:
Facing 14% in redemption requests, the Ares Strategic Income Fund is again limiting payouts to 5%
#privatecredit #markets #investing #investors
Facing 14% in redemption requests, the Ares Strategic Income Fund is again limiting payouts to 5%
#privatecredit #markets #investing #investors
June 25, 2026 at 1:13 PM
Another notable private debt fund caps withdrawals for the second straight quarter at a time when the industry understandably wants to avoid more headlines:
Facing 14% in redemption requests, the Ares Strategic Income Fund is again limiting payouts to 5%
#privatecredit #markets #investing #investors
Facing 14% in redemption requests, the Ares Strategic Income Fund is again limiting payouts to 5%
#privatecredit #markets #investing #investors
The private credit market in advanced economies continues to attract media attention, including this chart from the latest Financial Times article.
#economy #markets #privatecredit @financialtimes.com
#economy #markets #privatecredit @financialtimes.com
March 16, 2026 at 9:33 AM
The private credit market in advanced economies continues to attract media attention, including this chart from the latest Financial Times article.
#economy #markets #privatecredit @financialtimes.com
#economy #markets #privatecredit @financialtimes.com
This, from Bloomberg, is not good news for a market segment that is already challenged to separate signal from noise, let alone properly differentiate among funds/firms in this space.
#markets #privatecredit
#markets #privatecredit
March 19, 2026 at 2:33 PM
This, from Bloomberg, is not good news for a market segment that is already challenged to separate signal from noise, let alone properly differentiate among funds/firms in this space.
#markets #privatecredit
#markets #privatecredit
#PrivateCredit #RiskManagement #InvestorSentiment #AssetManagement #PortfolioDiversification
#EconomicRisks #FinancialMarkets #ShadowBanking #MarketVolatility #CreditCrunch #FinancialCrisis #SystemicRisk #ValuationRisk #DirectLending
www.youtube.com/shorts/m0n1A...
www.msn.com/en-ca/money/...
#EconomicRisks #FinancialMarkets #ShadowBanking #MarketVolatility #CreditCrunch #FinancialCrisis #SystemicRisk #ValuationRisk #DirectLending
www.youtube.com/shorts/m0n1A...
www.msn.com/en-ca/money/...
MSN
www.msn.com
May 16, 2026 at 2:16 AM
PitchBook estimates BDCs’ software exposure at around 18% @soberlook #privatecredit $IGV thedailyshot.com/sub...
February 5, 2026 at 6:01 PM
PitchBook estimates BDCs’ software exposure at around 18% @soberlook #privatecredit $IGV thedailyshot.com/sub...
A lot of chatter this morning already on the latest Blue Owl news (Bloomberg reporting below), centered as much on the size of investor redemption requests as on the imposition of additional withdrawal caps.
#economy #privatecredit #markets
#economy #privatecredit #markets
April 2, 2026 at 12:57 PM
A lot of chatter this morning already on the latest Blue Owl news (Bloomberg reporting below), centered as much on the size of investor redemption requests as on the imposition of additional withdrawal caps.
#economy #privatecredit #markets
#economy #privatecredit #markets
… The fund met less than 30 per cent of the withdrawals it faced in the quarter, capping redemptions at 5 per cent of the value of the vehicle” — Financial Times
#privatecredit #markets #investing #investors
#privatecredit #markets #investing #investors
June 23, 2026 at 1:25 AM
… The fund met less than 30 per cent of the withdrawals it faced in the quarter, capping redemptions at 5 per cent of the value of the vehicle” — Financial Times
#privatecredit #markets #investing #investors
#privatecredit #markets #investing #investors
Premium newsletter: The 16k word Hater's Guide To Private Credit - a comprehensive guide to the massive, opaque and barely-regulated loan industry gambling with $1.5tr+ of retirement and insurance funds - and how software and AI may break its back.
www.wheresyoured.at/hatersguide-privatecredit/
www.wheresyoured.at/hatersguide-privatecredit/
Premium: The Hater's Guide to Private Credit
A few years ago, I made the mistake of filling out a form to look into a business loan, one that I never ended up getting. Since then I receive no less than three texts a day offering me lines of cred...
www.wheresyoured.at
April 17, 2026 at 5:03 PM
Premium newsletter: The 16k word Hater's Guide To Private Credit - a comprehensive guide to the massive, opaque and barely-regulated loan industry gambling with $1.5tr+ of retirement and insurance funds - and how software and AI may break its back.
www.wheresyoured.at/hatersguide-privatecredit/
www.wheresyoured.at/hatersguide-privatecredit/
#PrivateCredit #RiskManagement #InvestorSentiment #AssetManagement #PortfolioDiversification
#EconomicRisks #FinancialMarkets #ShadowBanking #MarketVolatility #CreditCrunch #FinancialCrisis #SystemicRisk #ValuationRisk #DirectLending
authorpaulcollins.substack.com/p/shania-twa...
#EconomicRisks #FinancialMarkets #ShadowBanking #MarketVolatility #CreditCrunch #FinancialCrisis #SystemicRisk #ValuationRisk #DirectLending
authorpaulcollins.substack.com/p/shania-twa...
Shania Twain's Dirty Secret
It was January 15th, 2009.
authorpaulcollins.substack.com
May 16, 2026 at 2:19 AM
Breaking: Oracle Declares Force Majeure On Data Center Project
#Oracle #Ellison #thieves #Israel #PeopleSoft #FBI #DataCenters #fail #bankrupt #PrivateCredit #yields #Ponzi #CircularFinancing
youtube.com/watch?v=2LPb...
#Oracle #Ellison #thieves #Israel #PeopleSoft #FBI #DataCenters #fail #bankrupt #PrivateCredit #yields #Ponzi #CircularFinancing
youtube.com/watch?v=2LPb...
BREAKING: ORACLE DECLARES FORCE MAJEURE ON DATA CENTER PROJECT
YouTube video by Vaush
youtube.com
September 24, 2026 at 9:33 PM
Breaking: Oracle Declares Force Majeure On Data Center Project
#Oracle #Ellison #thieves #Israel #PeopleSoft #FBI #DataCenters #fail #bankrupt #PrivateCredit #yields #Ponzi #CircularFinancing
youtube.com/watch?v=2LPb...
#Oracle #Ellison #thieves #Israel #PeopleSoft #FBI #DataCenters #fail #bankrupt #PrivateCredit #yields #Ponzi #CircularFinancing
youtube.com/watch?v=2LPb...
it's called #PrivateCredit because the actual value is private - until it's in default
January 24, 2025 at 9:42 PM
it's called #PrivateCredit because the actual value is private - until it's in default
... announcement that it will slash its workforce by 40%.
Financial: Additional red flags in the private credit markets in advanced countries, including news about loose underwriting standards, write-downs, and fraud.
#economy #markets #PrivateCredit #geopolitics #employment #unemployment #jobs
Financial: Additional red flags in the private credit markets in advanced countries, including news about loose underwriting standards, write-downs, and fraud.
#economy #markets #PrivateCredit #geopolitics #employment #unemployment #jobs
February 27, 2026 at 2:46 PM
... announcement that it will slash its workforce by 40%.
Financial: Additional red flags in the private credit markets in advanced countries, including news about loose underwriting standards, write-downs, and fraud.
#economy #markets #PrivateCredit #geopolitics #employment #unemployment #jobs
Financial: Additional red flags in the private credit markets in advanced countries, including news about loose underwriting standards, write-downs, and fraud.
#economy #markets #PrivateCredit #geopolitics #employment #unemployment #jobs
...
The queries by Fed examiners are intended to assess the level of stress in the private credit industry and the potential for it to spill over to the wider financial system, said the people, requesting anonymity to discuss the work."
#economy #markets #privatecredit
2 of 2
The queries by Fed examiners are intended to assess the level of stress in the private credit industry and the potential for it to spill over to the wider financial system, said the people, requesting anonymity to discuss the work."
#economy #markets #privatecredit
2 of 2
April 11, 2026 at 12:45 PM
...
The queries by Fed examiners are intended to assess the level of stress in the private credit industry and the potential for it to spill over to the wider financial system, said the people, requesting anonymity to discuss the work."
#economy #markets #privatecredit
2 of 2
The queries by Fed examiners are intended to assess the level of stress in the private credit industry and the potential for it to spill over to the wider financial system, said the people, requesting anonymity to discuss the work."
#economy #markets #privatecredit
2 of 2
FT charts on the liquidity and credit risks that are front and center for investors in certain private credit funds (along with some underwriting worries).
#economy #markets #privatecredit @financialtimes.com
#economy #markets #privatecredit @financialtimes.com
March 30, 2026 at 6:07 PM
FT charts on the liquidity and credit risks that are front and center for investors in certain private credit funds (along with some underwriting worries).
#economy #markets #privatecredit @financialtimes.com
#economy #markets #privatecredit @financialtimes.com
...reduced access to bank facilities, underwriting concerns, and credit quality downgrades.
This environment is fueling general unease, making it increasingly difficult for even the most disciplined funds in advanced markets to differentiate themselves.
#economy #markets #privatecredit
2 of 2
This environment is fueling general unease, making it increasingly difficult for even the most disciplined funds in advanced markets to differentiate themselves.
#economy #markets #privatecredit
2 of 2
March 23, 2026 at 11:14 PM
...reduced access to bank facilities, underwriting concerns, and credit quality downgrades.
This environment is fueling general unease, making it increasingly difficult for even the most disciplined funds in advanced markets to differentiate themselves.
#economy #markets #privatecredit
2 of 2
This environment is fueling general unease, making it increasingly difficult for even the most disciplined funds in advanced markets to differentiate themselves.
#economy #markets #privatecredit
2 of 2