Why You’re Suddenly Seeing So Many High Income Investments When you start seeing a flood of new investments promising steady income or unusually high yields it’s a sign of where we are in the cycle. These products usually appear when companies sense that money is about to get
@onechancefreedm How would you express this view in the market? Which private credit or BDC entity(ies) are most exposed and the market doesn't see it?
@VinnyLingham Honestly, it’s less about any single fund or name and more about how the whole private credit and BDC space has been built in this part of the cycle. A lot of these firms are sitting on floating rate loans that were made when valuations were high and liquidity was easy. They’re
@onechancefreedm Variable rate notes in 2008/2009 comes to mind.
@onechancefreedm Are you talking about stuff like JEPQ and JEPI?
@onechancefreedm Just like private equity to “regular” investors. Exit liquidity.
@onechancefreedm I really enjoy reading your comments. Thanks for the insights.
@onechancefreedm Spot on! I lived through many cycles so I can bear witness to what you posted.
@onechancefreedm My strategy plan ⬇️Show more
@onechancefreedm My local major university wants bigger stadium no govt handouts
@onechancefreedm Stop guessing. His signals are https://x.com/i/lists/19781740...
This is why Powell’s hint about ending QT matters so much. QT drains reserves out of the system every week, and with the reverse repo facility nearly empty, there’s less margin for error. When Powell says he’s starting to see money market tightening, he’s effectively
has anybody done the math how many hundreds of new nuclear power plants the US will need by 2028 for all these AI daily circle jerk deals to be powered?
Silver Bulls who paid $50 in 1980 celebrating after finally breaking even 🥳🫡
"We will never again see negative rates" Switzerland, "Halt mein bier"
