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The Bulwark. (2025, Sep 9). Scott Bessent’s Hedge Fund Lost BILLIONS (w/ Marshall Brandt) [Video]. YouTube. https://www.youtube.com/watch...

Abstract The private credit market is plagued by inherent structural frictions, including severe illiquidity, opaque valuations, high...

Reference List Stanford Online. (2025, Apr 29). Stanford CS25: V5 | Large Language Model Reasoning, Denny Zhou of Google DeepMind ...

P/E Box Plot Distribution I. Figure 1 (P/E Box Plot Distribution): The S&P 500 at 22x is Above the 95th Percentile of its 20-Year Range...

Reference List Bloomberg Television. (2025, Aug 22). US Stocks 'In The Early Days' For A Bubble Says Oaktree’s Howard Marks [Video]....

Chapter 1: The Epochal Context – The Capital Chasm in New Digital Infrastructure We are in an era of structural transformation driven by...

The contemporary macroeconomic landscape is characterized by a profound and unsettling tension. Despite one of the most aggressive...

Introduction: Monetary Policy at a Crossroads At a time when the global macroeconomy is facing a turning point, the decisions of central...

Fed Likely to Resume Cuts in September as Data Slows Meeting Action Upper Bound Lower Bound IORB RRP Rate 30-Jul-2025 Hold 4.50 4.25 4.40...

For decades, a defining characteristic of the technology sector's titans was their "capex-light" business model, which allowed for...

In the intricate machinery of global finance, U.S. Treasury auctions are often perceived as routine, metronomic events—the fiscal...

The landscape of Emerging Market (EM) sovereign debt is currently defined by a powerful and persistent trend: the significant compression...

For months, a curious economic puzzle has unfolded in the United States. Despite the implementation of significant new tariffs on...

The transmission of monetary policy to the real economy is a cornerstone of modern macroeconomics, with the housing sector serving as a...

Introduction: Bridging Practice and Theory This analysis provides a theoretical scaffolding for an advanced, practitioner-driven...

For the first time in almost a generation, governments are starting to face resistance from the market when they try to sell long-term...

The landscape of global mergers and acquisitions (M&A) presents a stark and sobering picture. A longitudinal analysis of deal volume, as...

The Japanese government bond (JGB) market is exhibiting signs of significant deterioration in liquidity, reaching levels unseen since the...