Cautionary

Bloomberg
November 11, 2025

The Private Credit Sales Pitch Is Getting Much Tougher to Make

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on ... The...

Cautionary Direct Lending Institutional Allocations Institutional Investors
Private Equity International
December 1, 2025

Lenders take their shot at investing in sport

Private credit investments have started to arrive on the sports field.

Bullish Outlook Cautionary Direct Lending Fund Launch
Bloomberg
November 17, 2025

Jeffrey Gundlach Warns of ‘Garbage Lending’ as Private Credit Booms

In markets awash in “garbage lending” and unhealthy valuations, Jeffrey Gundlach is keeping his strategy simple: load up on cash and stay away from private credit.

Cautionary Direct Lending For Fund Managers
The Wall Street Journal
November 7, 2025

Opinion | Who’s Worried About a Private Credit Winter?

Dan Wertman has inadvertently highlighted the strength and resilience of the market.

Cautionary Credit Spreads Direct Lending Institutional Investors
World Socialist Web Site
November 13, 2025

Growth of private credit a “ticking time bomb”

A recent Financial Times editorial pointed to unmistakable signs that the conditions for another financial crisis are maturing.

Cautionary Credit Spreads Institutional Investors
Reuters
November 24, 2025

Exclusive: Blue Owl considers reviving merger of private credit funds, contingent on fund’s share price, sources say

Blue Owl Capital is considering reviving a plan to merge two of its private credit funds if the share price of the larger fund improves, as the alternative asset manager ... Exclusive:...

Cautionary Direct Lending Institutional Investors
Reuters
November 7, 2025

Private credit has a public confidence problem

Listed vehicles run by non-bank lenders trade at a hefty 11% dividend yield, yet also well below the value of their assets. Liquid bond and loan markets are providing renewed ... Private...

Cautionary Institutional Investors Private Credit Funds
Global Finance Magazine
November 14, 2025

The Next Wave Of Private Credit

The collapse of First Brands demonstrates some of the challenges of private credit, while its use continues to expand.

Cautionary Distressed Debt Institutional Investors
ainvest.com
December 1, 2025

Is Ares Capital Corporation (ARCC) a Strategic Buy at Current Levels Below $21?

Ares Capital Corporation (ARCC), a business development company (BDC) specializing in private credit, faces challenges such as potential payout cuts and headwinds from competition in the private credit market. Despite ... Is...

Cautionary Direct Lending Institutional Investors
Intellectia
November 30, 2025

Economist Cautions That Bitcoin’s Largest Surge Could Precede Its Most Significant Crash

recession, likening it to the Great Depression, with financial stress originating from shadow banking and private… credit markets rather than traditional banks….

Cautionary For LPs/Investors Institutional Investors

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