Social•Mar 29, 2026
Insurers and Reinsurers Over‑leveraged, Not Subprime‑style
Insurers and reinsurers are 30x+ leveraged. If your conclusion is "leverage is nothing like with subprime" then you are missing the point. Completely.
By Alberto Gallo
Social•Mar 24, 2026
ECB Launches New Scrutiny of Banks' Private Credit Exposure
You can run, but you can't hide: ECB to Start Fresh Checks on Banks’ Exposure to Private Credit https://t.co/nEqJE6yYDf
By Alberto Gallo
Social•Mar 15, 2026
Private Credit Failures Are Systemic, Not Isolated
Every time a private credit borrower blew up, a choir of private credit strategists called it "episodic." Just a one-off. Now, they're admitting some issues, but say "it's not systemic". We mapped this circular system since over a year ago. Here's what's actually going...
By Alberto Gallo