8 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
An LP-focused newsletter that analyzes private credit, private equity and commercial real estate, often using original data pulled from BDC filings. Readers get data-driven analysis of signals like PIK interest, valuation practices and CMBS delinquencies, plus a weekly roundup of sector news.
The Drift is a weekly newsletter analysing business development companies and private credit, mainly through the share prices, earnings estimates and lending activity of listed BDCs such as Main Street Capital and Hercules Capital. Each issue puts company disclosures alongside market moves and asks readers to scrutinise valuations, borrowing costs and loan quality.
A credit research newsletter examining how bank capital rules and retrenchment shift lending toward private credit and insurance capital in Europe. It offers structured analysis of underwriting discipline, particularly for social infrastructure and insurer-backed lending.
Miner Weekly, from BlocksBridge Consulting and its research arm TheEnergyMag, covers bitcoin mining, AI data center infrastructure, and the financing behind them. Each issue mixes market analysis of selloffs, debt deals and hashrate with some sponsored product and event promotion.
Universal Asset Owners publishes a daily brief for long-term institutional investors such as pensions, sovereign funds, insurers and endowments. Each issue pairs a lead analysis of a capital-markets story with a short roundup, emphasising how decisions on cash needs, mandates and asset quality should be made.
BrainInvest is a newsletter for European and U.S. wealth professionals and general partners covering private markets, including evergreen fund structures like BDCs and ELTIF 2.0. Its issues mix market analysis, regulatory commentary and an outlook for private market distribution.
BDC Reporter covers business development companies (BDCs), with weekly market recaps, price moves in BDC common stocks and company earnings updates such as Main Street Capital's preliminary quarterly metrics. Readers get a quick view of sector performance and individual company results.
Credit Coop is a DeFi credit infrastructure company that publishes announcements and case studies about its onchain secured lending product, including funding news, accounting integrations and borrower deals. Readers get updates on stablecoin-focused programmable credit and how the product is used in practice.
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