Why Private Credit May Be the Next Financial Crisis
The structural problems private credit doesn’t want you to see
A collection of my best writing.
The structural problems private credit doesn’t want you to see
The macroeconomic and geopolitical factors that matter most for escalation in Iran
On dollar strength, Chinese energy costs, and the fertilizer story nobody is telling about Iran
Why the Challenger explosion should be a warning about artificial intelligence
Prediction markets have become the Wild West of modern finance.
From Bad Bunny to Disney, storytelling may be the best skill of all.
As capital migrates from banks to the shadows of private credit, regulatory blind spots and risks have widened
“Reflation” is a code word by the Bank of Japan for fiscal failure with global implications
Understanding the constitutional mechanism of the 25th amendment and what it means for markets
Why Nvidia is not Cisco Systems circa 1999.