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Blue Owl's latest quarter shows investors treating private credit like a sinking ship with no lifeboats.
VULGAR TIER — Paywalled
Vulgar-tier piece. Sharper than the free archive. Subscribe to read.
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Bad employment data gets spun as victory because it means the federal hammer might stay in the toolbox.
Investors continue fretting over artificial intelligence while the software giant bleeds value like it's 2008 again.
Managers zeroing in on one specific slice of the bond market to survive the new regime sounds less like strategy and more like panicked guessing.
UPI apps just need AI to get competitive and finally land a viable commercial model