The Credit Crunch
Subscribe
Sign in
Home
Archive
Leaderboard
About
Latest
Top
Discussions
Inside Q1 2026: What the Biggest Alternative Managers Are Talking About
Key Takeaways from 400 Pages of Earnings Transcripts
May 19
9
1
Milken: Private Credit’s Dispersion Has Been Abnormally Compressed
+ Bonus from Neuberger. Why the BDC Sell-Off Tells an Incomplete Story
May 12
16
1
Upper middle market defaults are doubling every quarter
Fundraising from Silver Rock, Primary Wave, Apollo, Stepstone and more...
May 5
10
1
April 2026
Sona's Honest Assessment of Private Credit
Sona steps back from the noise to address the issues it believes matter most
Apr 28
14
Ares: Let's talk about the F word.
With scant details available, recent reports of fraud have left many with the impression that fraud can happen anytime, anywhere, to anyone.
Apr 21
15
Sixth Street: The Rise of the Factory Model
Fundraising rebounds with nearly $50 billion raised...
Apr 14
11
2
The State of Private Credit in Q1 26
Fundraising Slows as Capital Concentrates at the Top
Apr 7
12
1
March 2026
Howard Marks: Mistakes cause mispricings.
The bloom is off the rose, we’ll get much better buying opportunities in the months ahead
Mar 31
16
2
Sixth Street: Investors in our industry have two choices, the “what” and the “when”.
This newsletter is for educational and entertainment purposes only. It should not be taken as investment advice.
Mar 24
10
1
Where Are the Signs of Stress? Hamilton Lane Weighs In
The State of Private Equity in 2026
Mar 17
12
Bain & Company: Lunch and a handshake simply won’t cut it anymore
The State of Private Equity in 2026
Mar 10
9
1
TCW: Looking Beyond Cockroaches and Canaries
A Clearer View of Private Credit
Mar 3
10
3
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
