Arno

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.

NO COLLEGE REQUIRED Pipeline Welders Pipeline welders work on oil, gas, and water pipelines across the country. Training: 12-16 weeks (if you're already a welder, just add pipe certification) Starting pay: $35-45/hour Top earners: $80-100/hour on big projects You travel to where the work is. You work long hours. But you can clear high six figures without a degree. Most people are unaware that this job exists. The ones who do are making serious money.

@Desi_Trade Big action in the 2nd sesh

Absolutely painful action - another whatever day! Pray for our market, pray for action 🙏

@Globalflows end of a golden age.

Need to bring back this aura

@Globalflows McNeeley: 65% lethal / 35% bravado Tyson: 100% lethal

@peterjwolff @joinautopilot if you set an autopilot strategy on there isn't it just copy trading your trades? so naturally you'd be invested in your own strat?

Yes, I’m invested in all my own Autopilot strategies, and I continue to deposit funds on a weekly basis. Very few Wall Street portfolio managers actually have “skin in the game” with their clients. It’s worked out well for me (and others) so far! Not financial advice!

When my friend mentions getting into trading for supplemental income

@Trades2BeFree @Desi_Trade trade your plan not your p/l.

@Desi_Trade Your risk:reward is all over the place dude. Considering at 9:46am your contracts were down to $1.39 and you were down $1,360 and you got lucky and sold half of your contracts the first chance you got for +$70 and another half for +$75. Just terrible, terrible risk/reward trading

Bam 💥

@Guruleaks1 @nikolatrevor why did he get the pardon?

Trevor Milton’s @NikolaTrevor conviction for defrauding investors in truck company Nikola was wiped away with a phone call and a sweep of the pardon pen He’s now raising funds for a new jet he claims will transform flying wsj.com/business/trevo… $NKLA #GoldenAgeOfFraud

18 years ago today, Bear Stearns collapsed At its peak, it was one of the most powerful banks on Wall Street with a valuation of $20B Its collapse set off a crisis that wiped out $19 trillion in American household wealth: • 85-year-old bank → erased in 72 hours • Stock: $170/share → sold for $2 to JPMorgan • Employees: 14,000 → retirement accounts wiped overnight • The Fed brokered the emergency deal over a single weekend • This was just the beginning → Lehman fell 6 months later America woke up Monday and the world had changed

@MoonDevOnYT @imantradingYT The downfall of society is predators running scams unchecked and destroying a high trust society. Grifter sympathy is a phenomenon when you see grifters defend other grifters by gaslighting you. Grifter sympathizers are good candidates for who should get investigated next.

imagine if you put some of that research effort into your own success coffeezilla kids are the downfall of our society, holding more people back from trying than helping not standing up for tjr, just telling you to step on the gas you've got a gift of persistence its a shame to see it wasted

Exposing TJR once and for all. 42-minute YouTube video linked below. Teaser⬇️ He claims he began posting on TikTok in 2022 after about 2 years of profitable trading. Through the help of TJR's old friends and never-before-seen information, those lies will get exposed today.

watching Jensen from $NVDA speak for GTC Keynote 2026. Absolutely incredible developments and partnerships and future for AI. And the end of humanity. Such a bittersweet thing to watch.

In light of market events, I am making this article free for the next 24 hours. Foundations: U.S. Market Structure & Value Powerful Trends, Increasing Fragility & Coiled Tension open.substack.com/pub/michaeljbu…

@Gyro_Bro let's see. i'll pick some up if we get to 220 ish.

@AlpacaAurelius reminder. youtube.com/watch?v=2U58Pz…

if this is your life, you need to do everything in your power to change it.

@Gyro_Bro check the monthly. doesn't look right yet.

@Kinfo pretty sure GG has 9 figs.

This is hard! But is it harder than being verified for 8 figs on the Kinfo Leaderboard? Genuine question. How hard actually is trading?

NVIDIA CEO Jensen Huang just said the quiet part out loud about what the education system will never admit. For a century, we built humans to think like calculators. The algorithm made that skillset obsolete overnight. Huang: “The definition of smart is somebody who’s intelligent, solve problems, technical. But I find that that’s a commodity. And we’re about to prove that artificial intelligence is able to handle that part easiest.” Software engineering was supposed to be the safe play. Superintelligence cleared it first. The SAT was supposed to measure intelligence. It was measuring the ability to follow instructions. Raw technical processing isn’t a competitive edge anymore. It’s the floor the machine stepped over before you woke up. The question isn’t what you can calculate. It’s what you can see before the data shows up. Huang: “People who are able to see around corners are truly, truly smart. And their value is incredible. To be able to preempt problems before they show up, just because you feel the vibe.” That vibe isn’t magic. It’s the collision of first principles, human empathy, and lived experience no model can fake. Huang: “That vibe came from a combination of data, analysis, first principle, life experience, wisdom, sensing other people.” The operators who see around corners will command the AI. The ones waiting for dashboards to update will be replaced by it. Huang: “I think long term the definition of smart is someone who sits at that intersection of being technically astute, but human empathy and having the ability to infer the unspoken, around the corners, the unknowables.” The unspoken variables are the new leverage. The human psychology inside a market. The invisible friction in a negotiation. The instinct to build something nobody asked for yet. You can’t spreadsheet your way there. You can’t prompt your way to that perception. It comes from decades of watching what doesn’t show up in the metrics. Huang: “And that person might actually score horribly on the SAT.” The future doesn’t belong to people who memorized answers. It belongs to people who sense the questions before anyone thinks to ask. The old system tested your ability to follow orders. The new one tests your ability to move through the unknown. And the machine can’t help you with that part. That part is entirely on you.

@Wordsofrizdom @ChrisCamillo @andreacimi @carminerosato_ @RealSimpleAriel @AT09_Trader @Desi_Trade @Tradermayne @jadecap_ What’s in it for you if you don’t get money from it?

Highest Quality of Trading Education Entirely for FREE! 🫡 The mission is clear. Absolute legends hosting FULL Masterclasses such as; @ChrisCamillo , @andreacimi , @carminerosato_ , @RealSimpleAriel , @AT09_Trader , @Desi_Trade , @Tradermayne , @jadecap_ and so many more! 👇

@Kinfo His equity curve looks like he’s been writing options for 5 years, got assigned a ton when he first started out, was bag-holding millions until this year, started selling positions now that they’re in profit, and uses proceeds for the strategy he finally dialed in. Is that right?

Shout-out to options trader Happy555 who is up $4.1M in the last month and $1.3M in the last week from trading a variety of names, calls & puts. Outstanding work 👏👏 Anyone fancy a podcast with this trader?