From Illiquidity Premiums to India’s Space Boom

The illiquidity premium and the default rates in private credit, Canada’s late stage venture capital problem, and India’s $1.1B space tech unicorn.

PE’s Favorite Exit Strategy Isn’t an Exit Anymore

Covering the growing fragility behind global energy markets, private capital’s widening sector divide, continuation vehicles reshaping PE liquidity, and why tariffs are increasingly landing on the US consumer.

Who Is Paying the Tariff?

The cleanest answer is also the least politically convenient one: American consumers and firms are paying most of it.

Energy Is a Fragile System (On short term prices)

Oil supply flows through global pipelines and shipping routes, refineries operate continuously, and consumption grows gradually with the world economy. But this apparent stability is misleading.

Where Private Credit Breaks (and Where You Win)

Beyond the Expert Call: How Exact Insight Is Redefining Private Equity Diligence

Private equity firms have long relied on expert calls to pressure-test investment theses.

New Private Credit’s Biggest Risk May Be Its Own Success

Private credit has spent the last several years evolving from an alternative financing solution into one of the most crowded corners of private markets.

Liquidity Is Breaking Private Equity (Quietly)

We're unpacking the proximity premium shaping alpha generation

The $80 Billion Tournament: How the 2026 FIFA World Cup Becomes a US Economic Engine

The 2026 FIFA World Cup is not just expanding the game to 48 teams and 104 matches.

The Edge Game

How Proximity to Information Shapes Market Advantage

Private Credit Abundance Signal and a $34B Industrials Disrupting Deal

This week we're covering the largest U.S corporate bond issuers, the U.S average PE deal size, and the $34B Kone TKE deal merger.

$1.4T at Risk? Private Credit Cracks Start to Show

This week we're covering overing rising stress beneath private credit’s $1.4T expansion.