Commentary
Why Private Equity Matters (Part One)
Deal-making is poised to rebound, thanks to lower interest rates, a strong economy, and an overall favorable macro environment. So…
Read MoreGuidance Counselors
On December 3rd, the OCC and FDIC announced they were withdrawing the Leveraged Lending Guidance they (with the Fed) had…
Read More2026 Outlook: Pick of the Litter
With last Thursday’s Fed rate cut, the benchmark is down 200 bps from its peak in 2023. That’s the simple…
Read More2026 Outlook: Dress for Success
The surprise of 2025’s post-Liberation Day risk-on dynamic across markets has established a pattern we expect to continue well into…
Read More2026 Outlook: Setting the Table
A conversation this week between business TV anchors included the following half-joking observation: “Credit managers are saying, ‘Our 2026 outlook…
Read MorePet Smart
News reached us last week of an unfortunate Shillington, PA man wounded when his shotgun went off. Police believe his…
Read MoreNo One Details a Rental Car
In his 1985 best-selling “A Passion for Excellence,” Tom Peters tells the story of General Bill Creech, who led a…
Read MoreOut to Lunch
The Fed’s rate cut last week of 25 bps brings the funds benchmark down to 3.75-4.00%. That’s roughly 150 bps…
Read MoreLetter From the Emirates
We wrap our recent MENA travelogue with a keen look at Abu Dubai and Dubai, the principal emirates of the…
Read MoreFirst Brands and Private Credit
We were in the 4th grade when a food fight erupted in the cafeteria at the table next to us. The…
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