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No Nvidia. No GPUs. Just the deals that actually tell you something about where credit stands right now.
Nov 12, 2026
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9 min read
The AI capex boom is migrating from venture term sheets to credit agreements — and not everyone is underwriting it like one
Oct 28, 2026
7 min read
The scrutiny on big credit is real — and it's quietly making the smaller end of the market more attractive
Oct 14, 2026
8 min read
Why the companies still betting their financing plan on a rate cut are underwriting the wrong risk.
Sep 24, 2026
What a basketball star's 2018 receivables deal and a rapper's equity sale teach founders about the real cost of capital.
Sep 3, 2026
Why the loudest credit worry in the market might be the least important one.
Aug 20, 2026
