Article
With Private Credit We See The Credit Cycle Hasn't Been Repealed
With Private Credit We See The Credit Cycle Hasn't Been Repealed
Authored by Jay Rogers via RealClearMarkets.com,
Something cracked in private credit this month, and the men who manage systemic risk for a living are saying so.
Goldman Sachs CEO David Solomon's just-released 2025 annual shareholder letter warns that concerns about private credit - including "underwriting quality or exposure to software companies that may be negatively affected by AI" - are "a reminder that the credit cycle has not been repealed." His predecessor Lloyd Blankfein went further on Bloomberg's Big Take...
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May 31, 2026 / Tyler Durden
Fighting While Talking, Horses And Security
Fighting While Talking, Horses And Security
By Peter Tchir of Academy Securities
Fighting While Talking, Horses, and Security
Some quick updates on recent themes. The latest on Iran is front and center, and if you missed this week’s Around the World, it is worth a look. Not just an Iran update, but we also cover Cuba, Russia/Ukraine, the China Summit, and Nigeria (I certainly need to get more up to speed on Africa). We will examine Universal Basic Income and the Job Market in the section we have decided to label Horses. While it feels...
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May 22, 2026 / John W. And Nisha Whitehead
We the Victims: Who Pays When the Government Weaponizes Its Power?
One way or another, the American taxpayers always get screwed by politicians eager to spend our hard-earned dollars on programs and projects that do little to improve our lives, safeguard our freedoms, or secure our future. Donald Trump—the billionaire trust-fund baby/reality TV showman who transformed himself into a populist champion of working-class Americans—has proven to be […]
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May 10, 2026 / Tyler Durden
Maersk CEO Warns Iran War Is A "New Wake-Up Call" For Global Trade
Maersk CEO Warns Iran War Is A "New Wake-Up Call" For Global Trade
It is becoming increasingly clear that reopening the Strait of Hormuz has become a top U.S. priority (really a global priority) , as oil executives and industry insiders warn that the clock is ticking toward an energy and global trade shock if the maritime chokepoint remains closed for another month.
Frederic Lasserre, head of research at Gunvor, one of the world's largest oil traders, warned earlier this week: "The tipping point is clearly June. This is the point...
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