Could a spark light private credit markets on fire? According to former Goldman Sachs CEO Lloyd Blankfein, the answer is clear: Absolutely. More
Articles
Why We’re Ignoring Oil Prices and Buying Energy Stocks Instead
We can't predict the exact contours of energy markets. A handful of individuals are now dictating where oil prices go, and even they don’t seem to know what’s coming next. However, there is logic behind a buy-and-hold strategy in energy and commodity stocks. More
This $1.8 Trillion Risk Could Hit Your Portfolio
For nearly a thousand years, the Theodosian Walls of Constantinople (modern-day Istanbul) stood as one of the most formidable defenses ever constructed. That’s exactly the kind of strength today’s market is demanding. More
Why June 30 Could Trigger a Private Credit Reckoning
Early in my career, I worked as a banking analyst. It was the 1980s, and the savings and loan crisis was in full swing. At the time, we were restructuring failing institutions – merging balance sheets, reworking loan portfolios, and doing everything we could to make them appear stable. Simply put, it was my job to “put lipstick on a pig.” More
The Private Credit Time Bomb Is Ticking
Private credit risk is rising fast. Here's why the $3 trillion 'shadow' banking market could threaten stocks – and how to prepare. More
The $3 Trillion Market More Investors Are Starting to Worry About
In today’s Friday Digest takeover, Louis pulls back the curtain on the $3 trillion private credit market – often referred to as the “shadow banking system.” He explains why rising rates are beginning to expose cracks that Wall Street is only now starting to acknowledge. More
The Hidden Opportunity Inside a $3 Trillion Credit Crunch
When most investors hear the word “crisis,” they think about danger. That’s natural. After all, the media loves to juice ratings and clicks by giving you a good scare. But after nearly five decades of doing this, I can tell you that every crisis on Wall Street has another side. Opportunity. More
