Private Credit Is In Turmoil - Here's My Method And The Picks I Trust

I think it’s a battle between software and private credit. And if I had to pick a “winner,” it would likely be private credit, given that these headlines are often connected to systemic risks. After all, if weLeo Nelissen is a macro-focused equity strategist and long-term investor with more than a decade of experience on Seeking Alpha, where he has built a following of over 50,000 readers. His work combines big-picture macro analysis, geopolitical insight, and bottom-up research to identify high-quality bus ...