Data Center Blues
October 2026
Hyperscalers are borrowing like never before, towns are saying no, and Anthropic's prospectus shows $518b in commitments with a short leash as the AI build-out is running into the limits of the physical world.
Soundings
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Private Credit
- All Posts
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- Commodities & Real Assets
- Crypto
- Equities
- Fed Policy
- Fixed Income
- Gold
- Growth
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- Impact
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- Market Commentary
- Market Concentration
- Market Conditions
- Oil Prices
- Private Credit
- Private Equity
- Tide Cycle Updates
- U.S. Dollar
Not Yet
June 2026
Private credit gating raises a familiar question: are we out of the woods, or just getting started?
Las Cucarachas
February 2026
Jamie Dimon's "cockroach" comment reignites debate over hidden risk in private credit.
Uncorrelated
January 2026
Gold's best month in 40 years ends in a sharp reversal. What investors do next depends on why they bought it.