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Private Credit Bank Run Begins: Blue Owl Gates After Shocking 41% Of OTIC Investors Ask For Their Money
Private Credit Bank Run Begins: Blue Owl Gates After Shocking 41% Of OTIC Investors Ask For Their Money
A week ago, in an attempt to calm the market, Goldman's economists published a lengthy, if at times disjointed, report discussing why a crisis in private credit would not lead to another financial crisis.
We are about to find out if they were right.
Recall that in mid-March, while attention was understandably focused on the Iran war, we explained why Blue Owl's February decision to commence liquidations of loans in its three core private...
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May 23, 2026 / Tyler Durden
Trump Speaks With Qatar Emir As Pakistani-Led Iran Peace Push Intensifies
Trump Speaks With Qatar Emir As Pakistani-Led Iran Peace Push Intensifies
US-Iran de-escalation hopes drove crude oil and rates lower and put a bid in equities by the end of Friday's trading day, amid speculation that President Trump would stay at the White House over Memorial Day weekend instead of attending Donald Trump Jr. and Bettina Anderson’s wedding celebrations in the Bahamas.
"As Iran/oil/rates pressure eased on de-escalation hopes, leadership rotated toward small caps, equal weight, housing, transports, discretionary, and selective defensive growth, with short covering in high short-interest/profitless tech and...
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Lance Roberts
Recession Signal As Consumers Struggle To Pay Bills
Jul 19, 2026 / Tyler Durden
India's Nuclear Push Further Strains The Massive Uranium Supply Gap
India's Nuclear Push Further Strains The Massive Uranium Supply Gap
Prime Minister Modi secured another major uranium supply line. During his visit to Australia this month, the two sides finalized the administrative arrangements needed to move Australian uranium to India under the previous 2014 nuclear cooperation agreement. The fuel must stay under IAEA safeguards for exclusively peaceful use.
Australia holds roughly 28% of global uranium reserves. New Delhi has eyed those reserves for years, and now the yellowcake spigot can open.
This follows the March deal with Canada's Cameco. That contract covers...
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