Quoth the Raven

he was profiled extensively in @HindenburgRes report on SMCI: hindenburgresearch.com/smci/

@zerohedge @GratkeWealth other than that Mrs Lincoln, how was the play

Boaz Weinstein's take: what is stoking fear among the private credit community are "the massive declines in prices, the tripling of outflows for Cliffwater and Blue Owl, the frauds, the rise in bad PIK, the mis-labeling, the embellishment of true 1L, and a whole lot more."

just a reminder of the last 5 yrs & where markets are

The Private Credit Crisis Is Spreading... 📌 my latest, read here: quoththeraven.substack.com/p/the-private-…

The Oscars still treats itself like a cultural summit, when increasingly it looks like a room full of insiders congratulating one another while the broader audience wanders off to do something else. 📌 my latest, 100% free to read: quoththeraven.substack.com/p/the-oscars-d…

@NYCMayor @NYC_SBS the great thing about capitalism is the consumer decides who “deserves all the funds”. imagine that, the market making decisions without your huge brain being involved

Send this to a small business who deserves all the funds. Applications are open for the NYC Future Fund: a loan program with affordable, flexible financing for seasonal and growing small businesses. Apply now at nyc.gov/futurefund

@NYCMayor just take away everyone’s cars. will reduce crashes to 0

We're implementing the largest expansion of Sammy’s Law in city history: lowering speed limits to 15 MPH at every eligible school by the end of our first term. And we’re not waiting to get started. This year, we’re lowering speed limits at 800 additional locations to 15 MPH, bringing the citywide total for School Slow Zones to nearly 1,300 by the close of 2026. New York City’s streets should be the safest in the world - especially for kids - and City Hall is using every tool at our disposal to make that a reality as quickly as possible.