Rod’s Substack
Rod DubitskyFormer #1 ranked Wall Street analyst, now Investigative journalist exploring financial misdeeds, inequities, excesses and bubbles.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 13 | Subscribers | Read | roddubitsky.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Exclusive: Warning: This Article May Shatter Any Remaining Faith in BDC Valuations
I have been critiquing BDC valuations for over a year.
CalPERS Big Bet on Private Credit
Given the turmoil in BDCs and relentless private credit headlines it’s time to scrutinize one of the largest private credit pension investors
When AAA Bonds Fail: The Spectacular Case of Single Asset Commercial Mortgage Bonds
Today Bloomberg was out with an excellent article highlighting yet another Single Asset Commercial Mortgage Bond (SASB CMBS) with AAA investors taking a hit. Article link here.
Insurance Weapons of Mass Deception
When somebody asks me whether this feels like 2008 all over again, I reply that it clearly does. While it’s difficult to predict the timing and mechanism of transmission, the deeper I probe the insurance sector, the more I consider it a key...
Authors
The writers behind this newsletter.
Investigative journalist and former #1 ranked Wall Street analyst.
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