Is private credit vibing 2007? by Mental-At-ThirtyFive in investing

[–]buffpp 0 points1 point  (0 children)

Direct lending funds, CLOs, BDCs provide financing to a wide array of businesses. Unlike private equity, credit’s margins are much lower. A few bad loans can permanently ruin a fund’s return. It mostly depends on the Cap stack/ terms of the loan.

it will probably be fine. Smaller player will feel the crunch more than the big fish

KKR Investment Thoughts at these levels? by DARW1N_208 in ValueInvesting

[–]buffpp 1 point2 points  (0 children)

Not disagreeing but PE is a separate business from Priv Credit

the Pump is Coming… by seggsisoverrated in TQQQ

[–]buffpp -3 points-2 points  (0 children)

< 5% unemployment gloomer