What a sleepy bond market can teach us about patience and compounding.
Another one in today’s FT — https://on.ft.com/3IA4OvwAsset Management: Jim Chanos sounds alarm over private debt boom
Even Barron’s caught on this weekend -- public bonds are euphoric while private credit flashes distress. Exactly what we explored in today’s post: when spreads tighten and complacency reigns, patient yield investors prepare, not chase. See: https://www.barrons.com/articles/public-bonds-booming-private-credit-flashing-distress-ac43ae66?mod=past_editions
Another one in today’s FT — https://on.ft.com/3IA4OvwAsset Management: Jim Chanos sounds alarm over private debt boom
Even Barron’s caught on this weekend -- public bonds are euphoric while private credit flashes distress. Exactly what we explored in today’s post: when spreads tighten and complacency reigns, patient yield investors prepare, not chase. See: https://www.barrons.com/articles/public-bonds-booming-private-credit-flashing-distress-ac43ae66?mod=past_editions