KYHBKO
03-24 12:35

what we know is about 9+% delinquency. The black swan may be found in what we do not know.

Let us lay out the cards. People who could not borrow from banks go to Private Credit. It would imply more risks (& reward). Without due diligence, defaults is not unexpected. Let us monitor.

$KKR & Co LP(KKR)$  

$Apollo Global Management Inc(APOS)$  

Private Credit Market Concerns Surpassing Iran War Impact on Wall Street
The private credit market, valued at $3 trillion, is facing significant challenges as investors withdraw cash, raising fears of a crisis potentially more damaging than the U.S. war with Iran. Private credit funds, which provide loans to smaller companies with higher returns but lower liquidity, are at the center of this turmoil. The market's instability is causing widespread concern about the fairness and sustainability of these investment vehicles.
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