Concerns about software in private credit; what about private equity?
investmentecosystem.substack.com/p/clippings-...

The Fortnightly is a regular posting that includes links to great investment reads and related commentary. Here's the latest:

investmentecosystem.com/2026/04/13/t...

Here's the latest Fortnightly, full of important investment reads.

investmentecosystem.com/2026/03/30/r...

Interesting spike in BDC NAVs recently.

Hmmm.

See www.bdcs.com.

Too bad Nixon's taping system isn't still functioning. Just to hear his market whisperers would be worth it, to say nothing of the other crimes.

+55 bps since the beginning of the war

A new posting on the predictability of asset manager actions. The conclusions may surprise you.

investmentecosystem.com/2026/03/18/i...

Quite a gap between the bottom two (both big-name) BDCs and the others. Will that gap close? Which way?

chart from @bloomberg.com

An anatomical drawing of a cross-section of a man's head. The eyeball has been replaced by an RSS logo. To the left of the face is a "code waterfall" effect as seen in the credit sequences of the Wachowskis' 'Matrix' movie. To the right are clouds of grey roiling clouds, infiltrating the brain as well.

Never let them tell you that enshittification was a mystery. Enshittification isn't downstream of the "iron laws of economics" or an unrealistic demand by "consumers" to get stuff for free.

1/

Paul Volcker would like a word…

The latest set of curated investment reads.

investmentecosystem.com/2026/03/02/t...

These "clippings" postings are made up of compelling images from the world of investments.

investmentecosystem.substack.com/p/clippings-...

"Sometimes, the competitive stats aren’t there to help you. They’re there to support the system and the people who run it."

Posting from @sethgodin.bsky.social is not about the investment world, but yet it is.

seths.blog/2026/02/hide...

The latest Fortnightly (a compilation of good readings on the investment world) is now up.

Take a look.

investmentecosystem.com/2026/02/16/s...

This @businessinsider.com piece about the New Jersey deli is wild, especially the Duke and Vanderbilt endowments being involved.

www.businessinsider.com/new-jersey-d...

And higher costs from depleting the housing labor pool.

Clippings 4 ~ A Tesla triptych Endowment flips, a second spike for Corning, China selling Treasuries, AI disruption, and big dispersion in liquid alts.

These "clippings" postings are a quick and easy look at some developments in the investment ecosystem.

This time, some items from @alphaville.ft.com, @bancsutherland.bsky.social, @bcaresearch.bsky.social, and others.

investmentecosystem.substack.com/p/clippings-...

A feast of readings about happenings in the investment world.

investmentecosystem.com/2026/02/02/b...

A lot of superinvestor discourse is the equivalent of finding someone who won the Powerball and asking them extensively how they picked their numbers, assuming it's a repeatable process.

In case you were wondering why Trump’s flying to Iowa next week:

“.. Farm bankruptcies in the first half of 2025 exceeded the total for all of 2024.”

@scottlincicome.bsky.social
www.cato.org/blog/whom-sh...

Good slate of investment reads with no mention of **ump.

investmentecosystem.com/2026/01/19/p...

It's a remarkably effective to tamp down the urge. (Using the shortcut mentioned in the article makes it easy to use color if you really need it.)

Clippings 2 ~ Changes (mostly) Tech stocks, employment trends, Asian fixed income, a precious (metal) year, margins on the move, a sticky presidential cycle, etc.

This edition of "clippings" has notable charts on technology (rolling over?), small employers pulling back, Asian fixed income, BDCs, and more.

Including a bizarre statistic regarding the U.S. presidency.

investmentecosystem.substack.com/p/clippings-...

The latest Investment Ecosystem Fortnightly includes a great variety of ideas of interest to investment professionals.

investmentecosystem.com/2025/12/29/s...

Interesting list. Those “old, undiscovered gems” can provide valuable perspective.

This is the first issue of a new Substack that's a one-minute read (mostly images) of investment ideas and activity.

investmentecosystem.substack.com/p/clippings-...

The latest batch of great investment reads is now available. Lots to chew on.

investmentecosystem.com/2025/12/15/f...

The latest essay on The Investment Ecosystem concerns the challenges of gettig to know individuals (and an organization) in a short amount of time.

[[used]]investmentecosystem.com/2025/12/09/t...