@NickNemo17 “Surprise” downgrade on FSR? The signals were there - PIK trends, liquidity pressure, and soft secondary pricing. This is lagging recognition, not new information.
@NickNemo17 Rather than amplifying pressure through broad alarm, a constructive approach is to identify relative value within private credit. The asset class is not uniformly impaired, and indiscriminate messaging obscures opportunities - even as @boazweinstein deploys capital.
@NESpower Any luck y’all are working on Cherokee Park - West End?!?
Our power flickered on three separate occasions and we received an automated call telling us our power was restored but it’s not.
Thank you!