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Business of Private Credit: Coming Home
Much attention has been paid to the suitability of Matt Damon in the lead role as the wily Odysseus in this summer’s Christopher Nolan blockbuster.
Are We Back to 2007? (First of a series)
What is the scariest sentence in the English language? If you’re a parent dropping off your four-year old at summer…
Why CLOs Matter (Last of a Series)
They’re big, they’re bad, and now that they’re back, the end of the world is upon us. No, we’re not…
Why CLO’s Matter (Part Three)
Until recently, institutional investors have always had a love-hate relationship with the middle market – minus the love. Compared to…
Why CLO’s Matter (Part Two)
After publication last week, we were concerned we had been a bit rough on our bank friends in dismissing the…
Why CLO’s Matter (Part One)
In the classic comedic bit from the early 1960’s, Mel Brooks, as a two thousand year old man, is asked…
Numbers, Again
“What did you learn in math class today, honey?” Picking our daughter up from her second day of an after-school…
On Demand
We don’t know anyone who’s seen the latest Godzilla movie, yet it’s grossed more than $375 million worldwide. On the…
Last of the Dinosaurs
It was the finale of the longest, slow-motion credit tumble ever witnessed, and certainly the most anticipated spectator event since…
Place Your Bets
A few days before last month’s running of the 140th Kentucky Derby, the WSJ published a piece detailing six reasons why California…
Now Where Were We?
When we last reported on market conditions two years ago the Dow had closed at 12,929. Today it stands at…










Are We Back to 2007? (Second of a series)
One of the most noted stories of the current loan market is the amount of investor cash that has re-entered…