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Blackstone Is Betting on Anthropic’s Chips. Private Credit’s Hidden Defaults Make That Bet Complicated.
10-20 Percent Market Hit Now Expected
Are Pesticides the New Tobacco?
France’s Budget Has No Majority. The OAT Spread Keeps Score.
Cleveland-Cliffs Has the Right Tailwinds and the Wrong Balance Sheet
Blackstone Is Betting on Anthropic’s Chips. Private Credit’s Hidden Defaults Make That Bet Complicated.
Newsletters

Blackstone Is Betting on Anthropic’s Chips. Private Credit’s Hidden Defaults Make That Bet Complicated.

The investment committee question heading into Thursday is deceptively simple: does Blackstone’s private credit business look as safe as advertised?…

October 18, 2026
10-20 Percent Market Hit Now Expected
Newsletters

10-20 Percent Market Hit Now Expected

A note from our friends at Priority Gold_SS(ad) Wall Street has now stopped guessing entirely and started bracing instead. Goldman…

October 18, 2026
Are Pesticides the New Tobacco?
Newsletters

Are Pesticides the New Tobacco?

A note from our friends at Med-X Inc(ad) THIS TIME, THE INDUSTRY UNDER PRESSURE MAY BE PESTICIDES     Bonus Article…

October 18, 2026
France’s Budget Has No Majority. The OAT Spread Keeps Score.
Business

France’s Budget Has No Majority. The OAT Spread Keeps Score.

Saturday’s 550,000-person protest is the backdrop. Monday’s bonds are the verdict.

October 18, 2026
Cleveland-Cliffs Has the Right Tailwinds and the Wrong Balance Sheet
Politics

Cleveland-Cliffs Has the Right Tailwinds and the Wrong Balance Sheet

CLF and Steel Dynamics report Monday. The trade moat is real. The question is whether CLF can survive long enough to collect on it.

October 17, 2026
What Blackstone Is Betting On With Anthropic’s 10% Coupon
Newsletters

What Blackstone Is Betting On With Anthropic’s 10% Coupon

The number that matters most from Project North Star is not $60 billion. It is 10%. Sponsored Is This Elon…

October 17, 2026
Americans are unlocking their IRA/401k
Newsletters

Americans are unlocking their IRA/401k

A note from our friends at Goldco(ad) Every American Should Unlock Their IRA/401k In 2026 Most Americans have no idea…

October 17, 2026
This. Is. It.
Newsletters

This. Is. It.

October 17, 2026 Bonus Content: Private Credit Is Charging 10% on AI Debt While Hiding 5.8% Defaults Elsewhere A note…

October 17, 2026
Perella Weinberg Lost a Fifth of Its Value in One Day. Is $13 a Gift or a Warning?
Top News

Perella Weinberg Lost a Fifth of Its Value in One Day. Is $13 a Gift or a Warning?

The collapsed Piper Sandler merger exposes exactly who needs whom in a recovering deal market.

October 17, 2026
ITV’s Sky Deal Faces New Legislation. Does the Stock Still Make Sense?
Money

ITV’s Sky Deal Faces New Legislation. Does the Stock Still Make Sense?

A government warning adds a wildcard to a merger priced for smooth passage.

October 16, 2026

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Recent Posts

  • Blackstone Is Betting on Anthropic’s Chips. Private Credit’s Hidden Defaults Make That Bet Complicated.
  • 10-20 Percent Market Hit Now Expected
  • Are Pesticides the New Tobacco?
  • France’s Budget Has No Majority. The OAT Spread Keeps Score.
  • Cleveland-Cliffs Has the Right Tailwinds and the Wrong Balance Sheet
  • What Blackstone Is Betting On With Anthropic’s 10% Coupon
  • Americans are unlocking their IRA/401k

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