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Maxxing Out
The Credit Strategist - July 2026
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A Feature Not A Bug
The Credit Strategist June 2026
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Assassination Nation
The Credit Strategist - May 2026
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Markets Celebrate Failure
The Credit Strategist Blog
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Shrinking Software Valuations
The Credit Strategist Blog: Software stock forward P/Es have dropped by 1/3 posing serious challenges for private equity, private credit, venture…
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Network Effects
The Credit Strategist - April 2026
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No Half-Measures
The Credit Strategist - March 2026
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New Sheriff In Town
The Credit Strategist - February 2026
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