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Howard Marks: Mistakes cause mispricings.
The bloom is off the rose, we’ll get much better buying opportunities in the months ahead
Mar 31
13
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
9
1
Where Are the Signs of Stress? Hamilton Lane Weighs In
The State of Private Equity in 2026
Mar 17
10
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
February 2026
Three Takes on Blue Owl's OBDC II
Fundraisings from Fortress, Ares, Tikehau, CAPZA and more...
Feb 24
11
2
Q4 2025 Alt Manager Earnings: What the Biggest Firms Are Talking About
Key Takeaways from 400 Pages of Earnings Transcripts
Feb 17
11
2
1
Oaktree: Dispersion Is Back
Averages shouldn’t be relied upon.
Feb 10
4
3
The Rise of Credit Secondaries
+ Redefining opportunistic credit with Golub
Feb 3
17
2
January 2026
Blackstone: Real Estate Enters the Next Phase of the Cycle
Fundraising includes Churchill's $16 billion Senior Loan Strategy
Jan 27
14
2
Setting Up Private Credit in 2026: A 2025 Debrief
+ Nick's Fund of the Year
Jan 20
6
2
The Evolution of Private Credit in 2026
Perpetual capital, semi-liquid vehicles, and the race for retail
Jan 13
11
1
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