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.
Website: https://www.accreditedinsight.com
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.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
