Soros CEO & CIO Warns of a Reckoning

Published on March 16, 2026

Dawn Fitzpatrick says overallocated LPs, frozen distributions, and mounting margin-call risk are converging into a sector-wide shakeout. Such will eventually separate survivors from the casualties. I used Claude to source data on private credit and equity funds, sources disclosed at the end.

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The Fog of Confusion

March 16, 2026
There has been so much data released in the past week it’s hard to know where to begin. And that is all compounded by the fog of confusion/war surrounding the “Iran conflict.” Much of the data is inconclusive or not helpful, but it is not as bad as many click-bait pundits suggest as they take each data point and extrapolate it into the future.

The Big Four Recession Indicators: Industrial Production

March 16, 2026
Industrial production rose 0.2% in February after an additional 0.7% increase in January. This was higher than the expected 0.1% reading and marks a 1.4% growth compared to one year ago.