BDCs: THE TIP OF THE SPEAR

The 'tourist adds to his private equity short through BDCs - something every investor should have on their screen

Back in February, I wrote a piece outlining how I believed Private Equity and Credit were a dangerous bubble.

PRIVATE EQUITY: THE NEXT CRISIS?

I was lucky to have entered my short position before Liberation Day, and over the next two months, President Trump’s tariff stumble skated me well onside. Although I did cover my other shorts into that swoon, the Private Credit situation was my t…