loan Archives - Wall Street Sun Tzu

This bet is a low interest loan for this company

July 18, 2025 10:34 pm

Why is Lebron on here? Zohran Mamdani cannot legally be a Presidential Nominee since he was not born in America You can buy dollars for $0.96c pic.twitter.com/dfgkJawsCQ — Boring_Business (@BoringBiz_) July 18, 2025

Regional bank just defaulted Friday. RB plus PE loan exposure is unspooling. CRE stress picking up speed. $IAT and $KDE showing early cracks.

July 15, 2025 2:50 pmJune 29, 2025 1:06 pm

One of the regionals slipped under the waterline last Friday. Not national news yet. Not big enough to trigger Fed chatter. But it defaulted. Real estate and private equity exposure stacked too high. Cash ran thin. Doors didn’t close, but … Read more