Vests In Distress!!!
It’s said that markets don’t usually crash from equity bros doing really stupid things, but they usually crash from debt bros doing really stupid things. With that in mind, we should probably talk a bit about PE, especially as the charts are starting to break. And the same can be said of large BDCs who…
Just Don’t Yell Fire…
We thought it would be a good idea to bring in some thoughts from our fellow KEDM’ers. First up on our list is Erik over at YWR (we subscribe and urge you too as well). You may remember Erik from our Project Zimbabwe Happy Hour back in 2023. Erik is an ex-Passport Capital (John Burbank)…
July 14, 2024, Vol. 184
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