Archive - The Credit Strategist

The Downside of Up

The Credit Strategist - August 2026

22 hrs ago • The Credit Strategist

July 2026

The Credit Strategist - July 2026

Jul 2 • The Credit Strategist

June 2026

A Feature Not A Bug

The Credit Strategist June 2026

Jun 1 • The Credit Strategist

May 2026

Assassination Nation

The Credit Strategist - May 2026

May 1 • The Credit Strategist

April 2026

Markets Celebrate Failure

The Credit Strategist Blog

Apr 16 • The Credit Strategist

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…

Apr 5 • The Credit Strategist

March 2026

Network Effects

The Credit Strategist - April 2026

Mar 31 • The Credit Strategist

No Half-Measures

The Credit Strategist - March 2026

Mar 2 • The Credit Strategist

February 2026

New Sheriff In Town

The Credit Strategist - February 2026

Feb 2 • The Credit Strategist

January 2026

Trump's Geopolitical Trifecta

The Credit Strategist Blog

Jan 5 • The Credit Strategist

December 2025

Welcome to Kingstown

The Credit Strategist - 2026 Outlook - Jan 2026 Issue

Dec 28, 2025 • The Credit Strategist

November 2025

The Credit Strategist - December 2025 No paywall this month. An early holiday gift to my more than 10,000 readers. Thank you for supporting a…

Nov 28, 2025 • The Credit Strategist

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