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The Credit Strategist

The Credit Strategist

A newsletter covering markets, finance, politics and culture since 2001.

Platform
Substack
PricingFreemium
PublishesDailyIssues223
SubscribersRead thecreditstrategist.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Capital Losses

President Trump is pushing for elimination of the carried interest tax break for private equity and hedge fund managers. This is long overdue but the president should go further. He should also eliminate capital gains treatment on stock opt...

a month ago
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Multitudes

The Credit Strategist - February 2025

2 months ago
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Fed Pauses

The Credit Strategist Blog

2 months ago
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DeepSeek

The Credit Strategist Blog

2 months ago
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Authors

The writers behind this newsletter.

  • The Credit Strategist

    Covering markets and policy since 2000. Predicted the 2002 & 2008 credit crises. Widely read by investors, policymakers & academics around the world.

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