@jimcramer Direct investment is still cool. It’s those high PIK BDC’s you have to worry about
Also if I had to give money to someone for private credit it would be KKR; I’d lever up and give them that money too
@spluscollective@GrindeOptions ah yes, silver eps guidance was a dead giveaway.. thanks for the context
There is a difference between trading into a bubble and trading into ATH.