Jonathan Weil

Staff Reporter of The Wall Street Journal.

[Jonathan Weil @JonathanWeil]

The More You Know About This Private-Credit Fund, the Less You Understand | My latest @WSJ @WSJheard $OBDC $OWL https://t.co/bqRg2ahnJq

[Jonathan Weil @JonathanWeil]

No More Quarterly Reports? What the SEC is Proposing Instead https://t.co/gCvSjPZWJL

[Jonathan Weil @JonathanWeil]

How Private-Credit Funds Keep Debt Off Their Balance Sheets | My latest @WSJ @WSJheard $OBDC $BCSF $NMFC $ARCC https://t.co/vr3ufQNv4y

[Lloyd Blankfein @lloydblankfein]

Was at the WH Correspondents dinner last night, a rare DC trip for me without a subpoena. On the positive side—was exciting, no one was killed, and ended early. I noted a new litmus for status among the gov’t elite—whether you were whisked away by secret service, or left to fend.

[Baseball by BSmile @BSmile]

50 Years Ago Today: Chicago #Cubs outfielder Rick Monday saves the American Flag from being burned during a game vs. the Los Angeles Dodgers at Dodger Stadium! (April 25, 1976) #MLB #Baseball #History 🇺🇸

[Jonathan Weil @JonathanWeil]

How Costly Will Musk’s Admission on Self-Driving Hardware Be? | My latest @WSJ @WSJheard $TSLA — Tesla’s costs for trade-ins and upgrades could easily be in the billions of dollars. So why didn’t it take a new reserve on the balance sheet? https://t.co/lLd7ItKwOM

[Jonathan Weil @JonathanWeil]

A Moment of Truth: Which Private-Credit Funds Believe Their Own Balance Sheets? | My latest @WSJ @WSJheard $FSK $OTF $OBDC $BXSL $ARCC $KKR $OWL $BX $ARES https://t.co/l6O5FabC3t

[Jonathan Weil @JonathanWeil]

The Crazy Math Confronting Everyday Investors in Private Markets | How about a 16-fold same-day markup using “NAV as a practical expedient” to fair value? Fair value in PE often isn’t exit price, it’s just whatever you say it is. My latest @WSJheard @WSJ https://t.co/5apVfeGEcF

[Jonathan Weil @JonathanWeil]

What’s a Private-Credit Fund Worth When the Money Is Locked Up?| My latest @WSJ @WSJheard $OWL $ARES #Cliffwater https://t.co/CoIhPscHI8

[Greg Ip @greg_ip]

As private credit's troubles mount, it's natural to wonder if it could lead to another financial crisis, as with subprime. I spent some time studying the parallels. Here's my answer. https://t.co/bmRhA0D1v4

[Jonathan Weil @JonathanWeil]

Why Investors Were Right to Be Wary of Blue Owl’s $1.4 Billion Deal | My latest @WSJheard ⁦@WSJ⁩ $OWL $OBDC https://t.co/rSH7FqhRC7

[Julian E. Barnes @julianbarnes]

This is a big win for the press, the public and the United States military, which fights better when observed by a robust press corps.

[The New York Times @nytimes]

Breaking News: The Pentagon’s restrictions on news outlets violated the First Amendment, a federal judge ruled, in a victory for The New York Times. https://t.co/t9nTUiHM7L

[Jonathan Weil @JonathanWeil]

Indictment of Super Micro Co-Founder Has a Long Backstory — Heard on the Street | My latest @WSJheard @WSJ $SMCI https://t.co/vHBzLxsE0G

[The Wall Street Journal @WSJ]

Investors are fleeing the $42 billion Cliffwater Corporate Lending Fund. Many seem to believe the private-credit fund’s official net asset value is inflated, writes WSJ Heard on the Street columnist @JonathanWeil. https://t.co/Ai7qL60C2M

[Jonathan Weil @JonathanWeil]

Inside a $42 Billion Private-Credit Black Box: More Black Boxes | My latest at @WSJ @WSJHeard $CCLFX #Cliffwater https://t.co/NBy3RvK6aL

[The Wall Street Journal @WSJ]

The Iran war just made things even more complicated for James Dolan’s maze of companies. https://t.co/n7teia9XAC

[Jonathan Weil @JonathanWeil]

https://t.co/31cJa21krz

[Jonathan Weil @JonathanWeil]

The Knicks Are Undervalued. Fixing That Will Be Harder Than Winning a Championship | My latest @WSJ @WSJheard #Knicks #NYR $MSGS $MSGE $SPHR | The Dolan discount won’t go away entirely unless the Dolans do, too.

[Jonathan Weil @JonathanWeil]

The Knicks Are Undervalued. Fixing That Will Be Harder Than Winning a Championship | My latest @WSJ @WSJheard #Knicks #NYR  $MSGS $MSGE $SPHR | The Dolan discount won’t go away entirely unless the Dolans do, too. https://t.co/31cJa21krz

[Jonathan Weil @JonathanWeil]

https://t.co/BaS7sR1fLD

[Jonathan Weil @JonathanWeil]

The Knicks Are Undervalued. Fixing That Will Be Harder Than Winning a Championship | My latest @WSJ @WSJheard #Knicks #NYR $MSGS $MSGE $SPHR | The Dolan discount won’t go away entirely unless the Dolans do, too.