S&P vs Private Credit.
@zerohedge I think for an objective view of the situation you should look at total returns (with dividends reinvested), rather than clear share price comparison. The dividend yield of all BDCs is almost always a double digit. Their main purpose is generating income, not share price
@zerohedge Private credit’s just equity with better PR. 🧮
@zerohedge If you took out commercial real estate how would this change?
@zerohedge Before Stonks return to the mean maybe the Treas. will take 10% equity stake in all the things.
@zerohedge Canary in the coal mine?
@zerohedge So they went from being fullitcorrelate to anti-correlated with the SP500. Regression to the mean?
@zerohedge Interesting comparison! It highlights the evolving landscape of finance and investment strategies. Private credit seems to be gaining traction as an alternative to traditional S&P investments. What do you think the long-term implications are for investors?
@zerohedge That and this, QT going by by. NY Fed RRP op demand at USD 4.1bln (prev. 4.5bln) across 10 counterparties (prev. 10)
@zerohedge Okay, now do Open AI and Nvidia
@zerohedge What is the chart telling us? Are First Brands & Tricolor a harbinger of many more to come or anomalies?
@zerohedge Diversify into fancy asset classes they said 🎩
@zerohedge 4500 coming to a market near you
@zerohedge Jesus !
@zerohedge time for credit to bounce, right?
@zerohedge Just a thing a beauty! Behold the paper games!
@zerohedge Cut the rates and we’re all in again
@zerohedge @grok what happened recently to private credit?
@zerohedge That doesn’t look good
@zerohedge is this overwhelmingly isolated to first brand liability
@zerohedge Totally overdone.
@zerohedge Market is due for a 10% pullback
@zerohedge should be fine......
@zerohedge Jesus !
@zerohedge there is no reasoning to explain the increase in SPX
@zerohedge Private credit is down.
@zerohedge Ummmmmm….that’s not good
@zerohedge It's more important to find a bottom here. Than, Look for a top. Of course: Top&Bottom got made.
@zerohedge Woke nonsense
@zerohedge "There was a time when private credit was rapidly taking market share from traditional banks, until the Big Broz said enough."😜
@zerohedge @mr_rockytop 👆👆👆 Always right on the money.💵🔥
@zerohedge Private credit collapsed while the S&P soared. Why? Because retail chased the headlines. Institutions chased the yield. And central banks chased the illusion. But now the unwind begins. Private credit has no exit. It’s all paper. All spread. All risk. And when the defaults