The Credit Strategist
A newsletter covering markets, finance, politics and culture since 2001.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 251 | Founded | 5 years ago | Last Issue | 17 days ago |
| Active | |||||
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thecreditstrategist.comLatest Issues
Assassination Nation
The Credit Strategist - May 2026
I never knew we needed more wars, higher gas prices, and higher interest rates to make stock prices go up. What a fool I’ve been!
Markets Celebrate Failure
The Credit Strategist Blog
None of the goals of the Iran war have been achieved yet markets are trading as though the war is over and America won. No doubt we have inflicted serious harm on Iran but Iran has not abandoned its nuclear ambit...
Shrinking Software Valuations
The Credit Strategist Blog: Software stock forward P/Es have dropped by 1/3 posing serious challenges for private equity, private credit, venture capital, and the tech industry.
This graph, borrowed from Societe Generale’s brilliant Albert...
Network Effects
The Credit Strategist - April 2026
Conditions leading to a financial crises are intensifying, but they were accelerated, not caused, by the war (just as they were intensified by the pandemic). Higher commodity prices (not just oil and gas...
No Half-Measures
The Credit Strategist - March 2026
The following is an excerpt from the March 2026 issue of The Credit Strategist that discusses, among other issues, the attack on Iran, Private Equity and Private Credit, the CBO report on the federal defi...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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| #49 |
Authors
The writers behind this newsletter.
Covering markets and policy since 2000. Predicted the 2002 & 2008 credit crises. Widely read by investors, policymakers & academics around the world. Over 10,000 subscribers.
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