When it comes to courting global investors, private credit managers are no longer relying on the Made in America label. Those in Europe are going out of their way to show how different they are. https://t.co/sAiP6sIJX9 ...

Andrew Bailey warns stresses may be emerging in private credit after the shock to markets from the Iran war https://t.co/Gp3mBgDKse ...

In the meantime though, we have some news just out. JP Morgan out this morning uh with JP with Jamie Diamond's uh annual letter and Leslie Picker has that letter. Leslie, >> hey Andrew, good morning.A wide-ranging 50page annual letter from uh chairman and CEO Jamie Diamond this morning on AI. He's saying that investment in AI is not a speculative bubble. And he said, quote, "In the long run, it will have a huge positive impact on productivity." He's saying AI will definitely create and eliminate some jobs a ...

Apollo's Jim Zelter launches a full throated defense of private credit, downplaying investor concerns https://t.co/I3ZSU2xiBl ...

Market Performance - The S&P 500 fell 0.37% to 6,556.37, while the Nasdaq Composite dropped 0.84% to 21,761.89, driven by weakness in tech and software sectors [1] - The Dow Jones Industrial Average slipped 0.18% to 46,124.06 amid volatile, oil-driven trading [1] Company Movements - Oracle's stock slid almost 5%, marking a more than 50% decline from its September peak [2] - Software stocks like ServiceNow and Salesforce experienced significant drops, influenced by new AI tools from Amazon [2] - Microsoft also saw a decline of nearly 3% [2] - In biotech, Immunic surged nearly 7% after Guggenheim initiated coverage with a "buy" recommendation, while ImmunityBio fell due to an FDA ad warning [2] Oil Market Impact - Oil prices, particularly Brent crude, rebounded above $100, as hopes for de-escalation in the Iran conflict faded [3] - The ongoing conflict and restricted traffic through the Strait of Hormuz are contributing to inflation concerns [3] Market Sentiment - The VIX index, indicating market volatility, is near its highest levels since last year's tariff-related disruptions, reflecting investor caution [4] - The S&P 500 has declined almost 5% over the past month, indicating a bearish sentiment [4] Private Credit Market Issues - Distress in private credit markets is evident as Ares Management and other alternative asset managers have capped withdrawals [5]

RT Anthony Pompliano 🌪 (@APompliano)This may be the most important interview I have ever done.@nicknemo17 used the latest AI tech to analyze private credit by going loan-by-loan.He alleges the truth is VERY different than what is being marketed.Nick could be the next Michael Burry or Harry Markopolos. https://t.co/p5HLANkfE1 ...

RT Anthony Pompliano 🌪 (@APompliano)This may be the most important interview I have ever done.@nicknemo17 used the latest AI tech to analyze private credit by going loan-by-loan.He alleges the truth is VERY different than what is being marketed.Nick could be the next Michael Burry or Harry Markopolos. https://t.co/p5HLANkfE1 ...

All right, ladies and gentlemen, we have a very important interview today. This is going to be an explosive conversation that is likely to go all across Wall Street because we're going to bring on Nick Neoth. Nick is a Substack author and the creator of marked tofantasy.com. And Nick is now sounding the alarm on private credit and private equity. But he's not just talking.He took the latest artificial intelligence technology and he parsed through all of the public documentations that are in the SEC's databa ...

This may be the most important interview I have ever done.@nicknemo17 used the latest AI tech to analyze private credit by going loan-by-loan.He alleges the truth is VERY different than what is being marketed.Nick could be the next Michael Burry or Harry Markopolos. https://t.co/p5HLANkfE1 ...

We are dropping an EXPLOSIVE interview with @NickNemo17 later this morning.This guy may blow the whole private credit issues wide open. ...