Brookfield - $BN

Software gets broader, semis get narrower next year, says Hedgeye portfolio manager

14 takeaways: triple-C spreads at 920 basis points, the JPMorgan commodities team that stopped forecasting oil, and the Apple package that would sell…

10 hrs ago • The Scuttlebutt

Bob O'Leary & Armen Panossian: loan recoveries have fallen from 60 cents to 33 cents

9 takeaways: Why 74% of this cycle's defaults trace to 2021-2022 loans, the $5.5T-$7T AI buildout bill, and the $250B distressed-debt universe hiding in…

Sep 11 • The Scuttlebutt

William Cohan: Leon Black paid Epstein $158 million and he still cannot refute the explanation | On with Kara Swisher

What the Dechert report found, why he says the real risk in private credit sits with Athene's annuity holders, and the bond market warning he thinks…

Sep 1 • The Scuttlebutt

Brendan Sims: the multi-alt that reads 70/30 but nets 25 to 27% in bonds, why advisors want far less rate sensitivity, and an alt lineup…

Fidelity's alt shelf has gone from three funds in 2020 to more than 10, his read on AI capital spending and index concentration, and how Brookfield runs…

Aug 29 • The Scuttlebutt

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