
D-Knight Errant
1.2K posts

D-Knight Errant
@DKnightErrant
Just a random man running behind his debts and dreams.| Red Dragon 🐦🔥🐉 will resurrect when the time arrives ⏳|
Katılım Ocak 2023
694 Takip Edilen37 Takipçiler
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JPMorgan and Goldman Sachs are now offering hedge funds ways to short the $1.8 trillion private credit market.
They've assembled baskets of companies with exposure, alt managers, BDCs, and lenders tied to private credit. This isn't speculation. These are structured products designed to bet against an entire sector.
Private credit defaults hit a record 9.2% in late 2025. Blackstone's $82 billion flagship credit fund saw $6.5 billion in redemption requests in Q1. BlackRock had to cap withdrawals after requests hit 9.3% of its HPS fund. Morgan Stanley and Cliffwater are also gating redemptions.
JPMorgan already started marking down software-related loans in private credit portfolios. When the banks that lend to these funds start cutting the value of the collateral, it forces deleveraging at the worst possible time.
US banks have lent nearly $300 billion to private credit providers. The exposure is not contained.
Goldman's own data shows hedge funds are "aggressively shorting" financial stocks, the most-sold sector of the year. Financials are down 11% on the S&P.
The same banks that helped build the private credit boom are now building the tools to bet against it.
If that sounds familiar, it should.

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a trillion dollars spent on ai risk teams and no one thought to hard code into the model to not tell Bernie Sanders that you do crime
Sen. Bernie Sanders@SenSanders
I spoke to Anthropic’s AI agent Claude about AI collecting massive amounts of personal data and how that information is being used to violate our privacy rights. What an AI agent says about the dangers of AI is shocking and should wake us up.
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@MDahariya @HDFC_Bank When I was in @HDFCBankNews he was heading private banking in Deer Park
He took me in private banking and then declined
Made me resign
Almost destroyed my life this bastard
I am so happy today #HDFCBank
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Boys healing a girl and getting soothadi from the same girl is a favourite genre 😛
a.@asifey01
she didn’t even let me go out. she started crying, sent me pics of herself in tears and kept torturing me to say “I LOVE YOU” repeatedly. then i took ss of our chats
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" Cute uh White uh Salt uh pepper uh Sedhukka patta sela " Mentioned 🥵📈
a.@asifey01
pics naan keten nu soldra but mostly avale dhan send pannuva adhu endha maadhri pics nu avaluke theriyum. adha open pannalanalum sanda poduva, adhu pathi compliment pannalanalum sanda poduva
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