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Dozen_Charred1026
| Favorite team: | LSU  |
| Location: | |
| Biography: | |
| Interests: | Shuckin |
| Occupation: | |
| Number of Posts: | 2 |
| Registered on: | 6/17/2026 |
| Online Status: | Not Online |
Recent Posts
Message
re: Hyperscalers Off-Balance Sheet Debt is exploding. over 1.5T
Posted by Dozen_Charred1026 on 8/3/26 at 11:16 am to Suntiger
quote:
Is this more of a private equity bubble where institutional investors might be left holding the bag?
Blue Owl is a private credit firm. Lots of insurance funds and state pensions are invested heavily into private credit.
Some of them have upwards of 20% of their portfolio in these close ended funds
0
re: What will it take for us to deal with the national debt?
Posted by Dozen_Charred1026 on 7/31/26 at 4:12 pm to E Redcoat
quote:
What will it take for us to deal with the national debt?
A treasury market fail/default, then elect a strong man that says he'll "fix" it.
Nothing will be done until then.
Whoever is best at pointing the fingers to blame for what happen will win
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