Jamie Dimon taking no prisoners: this means less liquiity to fund redemptions for private credit funds
"JPMorgan marking down loan portfolios of private credit groups"
www.ft.com/content/389a...
12.03.2026 08:20
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Who would have thought that the first jobs displaced by AI would have been in software?!?
12.03.2026 07:50
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It wouldn't be EU... @smtuffy.bsky.social
12.03.2026 07:47
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So after 'creditor on creditor' violence, we are finally at the 'sponsor on creditor' violence phase of the cycle
12.03.2026 06:05
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Yes, if the are Iranian
Probably no if they are Russian
11.03.2026 20:48
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11.03.2026 20:45
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"Why did you post about the oil tanker escort?"
11.03.2026 19:05
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Stiffing NASA to favour SpaceX was really a good policy...
11.03.2026 17:46
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Yeah, these are my Squid Boys, getting blood out of every stone!
11.03.2026 17:44
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Calling Hedge Fund Karen 'Monsieur' is the chef's kiss of AI hallucinations
11.03.2026 17:41
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"Hey Mike, is there any fraud going at the company?"
(Bill Ackman, to Michael Pearson, CEO of Valeant, a real exchange...)
11.03.2026 17:38
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11.03.2026 17:32
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Which part of the cycle are we in when someone like me is invited to fund a "ride-hailing marketplace built specifically for pets and the people who love them"?
(also, New Yorkers last year spent more than $17m chauffeuring their pets around town?!?)
11.03.2026 16:00
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"Après moi, le déluge": thanks Donald...
11.03.2026 15:49
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Rare intelligent post on LinkedIn (on pod shops)
"Some institutional allocators are already pushing back
[...] whether the capital spent on talent acquisition is producing compounding infrastructure or just cycling through the same 200 PMs who rotate between the same five platforms every 18 months"
11.03.2026 12:40
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not the top 30, but #55, #53, #59 and #65, respectively
11.03.2026 12:26
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Is it BigBallz, beaten by a 15-year old girl?
10.03.2026 20:28
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One of my favourite 'trash' music videos ever (and I mean in a totally positive way: love the dad!)
10.03.2026 19:52
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Focus on what you do best: collapse the close
10.03.2026 19:40
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Killing boomers?
10.03.2026 19:37
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Two reliably red states, who gives a f**k?
(as you can see I run out of sympathy for them...)
10.03.2026 19:34
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Sure, serial killers Ted Bundy, David Berkowitz and John Wayne Gacy were also white Europeans...
10.03.2026 19:05
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"May I sell you stock?"
10.03.2026 17:54
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How can you not love FT-Alphaville? 😅
@tobyn.bsky.social @robinwigglesworth.ft.com
10.03.2026 17:14
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"Investors who buy low and sell high make more money than investors who buy high and sell low"
10.03.2026 15:56
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"It's not me, it's them, they don't want to be helped!"
10.03.2026 15:55
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Iceland and Norway Ponder EU Membership - Zeihan on Geopolitics
As Trump has been screaming into the void about acquiring Greenland, the wheels over in Iceland and Norway are starting to turn.
Both Iceland and Norway’s parliaments discussing joining the EU
With a 'predatory' US (Greenland but also resources), being part of NATO might be insufficient
Just discussing this (Iceland didn’t consider joining EU even when it imploded in 2008) shows how little they now trust the US
10.03.2026 13:21
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