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Assassination Nation
The Credit Strategist - May 2026
May 1
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The Credit Strategist
23
1
April 2026
Markets Celebrate Failure
The Credit Strategist Blog
Apr 16
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The Credit Strategist
47
12
5
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
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The Credit Strategist
36
1
March 2026
Network Effects
The Credit Strategist - April 2026
Mar 31
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The Credit Strategist
27
2
No Half-Measures
The Credit Strategist - March 2026
Mar 2
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The Credit Strategist
19
1
1
February 2026
New Sheriff In Town
The Credit Strategist - February 2026
Feb 2
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The Credit Strategist
20
2
January 2026
Trump's Geopolitical Trifecta
The Credit Strategist Blog
Jan 5
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The Credit Strategist
27
2
3
December 2025
Welcome to Kingstown
The Credit Strategist - 2026 Outlook - Jan 2026 Issue
Dec 28, 2025
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The Credit Strategist
15
1
2
November 2025
Eyes Wide Shut
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
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The Credit Strategist
36
5
3
October 2025
Ahab's Scar
The Credit Strategist - November 2025
Oct 31, 2025
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The Credit Strategist
20
5
September 2025
Vapor Capers
The Credit Strategist - October 2025
Sep 30, 2025
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The Credit Strategist
15
2
The Vaporware Revolution
The Credit Strategist Blog
Sep 11, 2025
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The Credit Strategist
34
2
2
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