Private Credit is Sickly. Banks Aren't The Cure

Published on March 3, 2026

Private credit firms are facing a major test, with mom-and-pop investors pulling their cash in fear of corporate defaults spiking and artificial intelligence destroying many of the software businesses that these funds have lent to.

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Tariffs: A Lost Year

March 3, 2026
Last week’s Supreme Court ruling has prompted a re-set of U.S. tariff policy. As an updated strategy is being formulated, it is worth assessing whether the effort is worth sustaining. A high level review suggests that American trade policy over the last year has detracted from economic performance, and should be re-thought.

QuantStreet March 2026 Letter: AI Revolution

March 3, 2026
AI fatigue has taken hold of financial markets. The companies powering the AI revolution (Nvidia, Google, Microsoft) were down. The companies that are being (or might be) disrupted by AI, like software makers, were also down.