2022

Nov 14 2022: Private Credit – Why Now? (Second of a Series)

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Nov 7 2022: Private Credit – Why Now? (First of a Series)

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Oct 31 2022: Of Rates and Recessions (Last of a Series)

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Oct 24 2022: Of Rates and Recessions (Third of a Series)

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Oct 17 2022: Of Rates and Recessions (Second of a Series)

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Oct 10 2022: Of Rates and Recessions (First of a Series)

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Oct 5 2022: Private Credit in an Age of Scarcity (Last of a Series)

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Sep 26 2022: Private Credit in an Age of Scarcity (Third of a Series)

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Sep 19 2022: Private Credit in an Age of Scarcity (Second of a Series)

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Sep 12 2022: Private Credit in an Age of Scarcity (First of a Series)

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Sep 5 2022: A League of Its Own

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Aug 15 2022: The Great Unwind (Final of a Series)

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Jul 25 2022: The Great Unwind (First of a Series)

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Jul 18 2022: Relative Value in the Loan Market (Part Two of Two)

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Jul 11 2022: Relative Value in the Loan Market (Part One)

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Jul 4 2022: Why Portfolio Construction Matters (Last of a Series)

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Jun 27 2022: Why Portfolio Construction Matters (Third of a Series)

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Jun 20 2022: Why Portfolio Construction Matters (Second of a Series)

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Jun 13 2022: Why Portfolio Construction Matters (First of a Series)

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Jun 6 2022: Fed Up, Slow Down

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May 30 2022: Touch and Go

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May 23 2022: Breakfast of Champions

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May 16 2022: Why ESG Matters (Last of a Series)

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May 9 2022: Why ESG Matters (Seventh of a Series)

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May 2 2022: Why ESG Matters (Sixth of a Series)

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April 25 2022: Why ESG Matters (Fifth of a Series)

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April 18 2022: Why ESG Matters (Fourth of a Series)

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April 11 2022: Why ESG Matters (Third of a Series)

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April 4 2022: Why ESG Matters (Second of a Series)

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Mar 28 2022: Why ESG Matters (First of a Series)

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Mar 21 2022: The Market Now (Last of a Series)

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Mar 14 2022: The Market Now (First of a Series)

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Mar 7 2022: 2022 Capital Markets Outlook (Fourth of a series)

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Feb 28 2022: 2022 Capital Markets Outlook (Third of a series)

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Feb 7 2022: “Slower, But Still Pretty Fast”

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Jan 31 2022: Risky Loans? Think Again

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Jan 24 2022: Lead Left Presents - M&A Outlook for 2022 (Last of a Series)

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Jan 17 2022: Lead Left Presents - M&A Outlook for 2022 (Second of a Series)

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Jan 10 2022: Lead Left Presents - M&A Outlook for 2022 (First of a Series)

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Jan 3 2022: All Ahead Full: Private Credit Outlook 2022 (Last of a Series)

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2021

Dec 13 2021: All Ahead Full: Private Credit Outlook 2022 (Fifth of a Series)

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Dec 6 2021: All Ahead Full: Private Credit Outlook 2022 (Fourth of a Series)

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Nov 29 2021: All Ahead Full: Private Credit Outlook 2022 (Third of a Series)

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Nov 22 2021: All Ahead Full: Private Credit Outlook 2022 (Second of a Series)

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Nov 15 2021: All Ahead Full: Private Credit Outlook 2022 (First of a Series)

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Nov 8 2021: A Market in Full (Last of a Series)

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Nov 1 2021: A Market in Full (Fourth of a Series)

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Oct 25 2021: A Market in Full (Third of a Series)

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Oct 18 2021: A Market in Full (Second of a Series)

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Oct 11 2021: A Market in Full (First of a Series)

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Oct 4 2021: Supply Chain Blues (Last of a Series)

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Sept 27 2021: Supply Chain Blues (Fourth of a Series)

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Sept 13 2021: Supply Chain Blues (Second of a Series)

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Sept 6 2021: Supply Chain Blues (First of a Series)

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Aug 16 2021: “$2 Billion is the New $1 Billion”: Unitranche Revisited (Last of a Series)

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Aug 9 2021: “$2 Billion is the New $1 Billion”: Unitranche Revisited (Second of a Series)

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Aug 2 2021: “$2 Billion is the New $1 Billion”: Unitranche Revisited (First of a Series)

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July 26 2021: The State of Private Credit in Europe (Last of a Series)

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July 19 2021: The State of Private Credit in Europe (Sixth of a Series)

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July 12 2021: The State of Private Credit in Europe (Fifth of a Series)

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July 5 2021: The State of Private Credit in Europe (Fourth of a Series)

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June 28 2021: The State of Private Credit in Europe (Third of a Series)

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June 21 2021: The State of Private Credit in Europe (Second of a Series)

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June 14 2021: The State of Private Credit in Europe (First of a Series)

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May 31 2021: Inflation Nation (Third of a Series)

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May 24 2021: Inflation Nation (Second of a Series)

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May 17 2021: Inflation Nation (First of a Series)

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May 10 2021: The Lincoln Senior Debt Index (Last of Three Parts)

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May 3 2021: The Lincoln Senior Debt Index (Second of Three Parts)

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Apr 26 2021: The Lincoln Senior Debt Index (First of Three Parts)

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Apr 19 2021: CLOs Revisited – Ratings, Risks, and Returns (Last of a Series)

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Apr 12 2021: CLOs Revisited – Ratings, Risks, and Returns (Fourth of a Series)

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Apr 5 2021: CLOs Revisited – Ratings, Risks, and Returns (Third of a Series)

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Mar 29 2021: CLOs Revisited – Ratings, Risks, and Returns (Second of a Series)

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Mar 22 2021: CLOs Revisited – Ratings, Risks, and Returns (First of a Series)

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Mar 15 2021: Reflation Nation (Second of Two Parts)

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Mar 8 2021: Reflation Nation (First of Two Parts)

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Mar 1 2021: 2021: The Great Reception (Last of a Series)

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Feb 22 2021: 2021: The Great Reception (Second of a Series)

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Feb 15 2021: 2021: The Great Reception (First of a Series)

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Feb 8 2021: 2020 - A Year of Surprises (Last of a Series)

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Feb 1 2021: 2020 - A Year of Surprises (Part Four)

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Jan 25 2021: 2020 - A Year of Surprises (Part Three)

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Jan 18 2021: 2020 - A Year of Surprises (Part Two)

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Jan 11 2021: 2020 - A Year of Surprises (Part One)

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Jan 4 2021: The Value Props

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2020

Dec 14 2020: SPACs – A Primer (Last of a Series)

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Dec 7 2020: SPACs – A Primer (Part III)

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Nov 30 2020: SPACs – A Primer (Part II)

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Nov 16 2020: SPACs – A Primer (Part I)

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Nov 9 2020: Now We Wait

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Nov 2 2020: Indecision 2020

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Oct 26 2020: Canards in the Coal Mine

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Oct 19 2020: Of Vineyards and Vintages

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Oct 12 2020: The Tyranny of Dry Powder

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Oct 5 2020: Private Credit – Better than Ever (Last of a Series)

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Sept 28 2020: Private Credit – Better than Ever (Fifth of a Series)

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Sept 21 2020: Private Credit – Better than Ever (Fourth of a Series)

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Sept 14 2020: Private Credit – Better than Ever (Third of a Series)

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Sept 7 2020: Private Credit – Better than Ever (Second of a Series)

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Aug 17 2020: Private Credit – Better than Ever (First of a Series)

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Aug 10 2020: The New M&A (Last of a Series)

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Aug 3 2020: The New M&A (Third of a Series)

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July 27 2020: The New M&A (Second of a Series)

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July 20 2020: The New M&A (First of a Series)

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July 13 2020: The New Healthcare (Fourth of a Series)

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June 29 2020: The New Healthcare (Second of a Series)

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June 22 2020: The New Healthcare (First of a Series)

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June 15 2020: High Yield Bonds and Private Credit (Second of Two Parts)

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June 8 2020: High Yield Bonds and Private Credit (First of Two Parts)

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June 1 2020: High Times (Last of a Series)

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May 25 2020: High Times (Second of a Series)

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May 18 2020: High Times (First of a Series)

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May 11 2020: Labor Pains

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May 4 2020: The Great Stay-In (Last of a Series)

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Apr 27 2020: The Great Stay-In (Eighth of a Series)

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Apr 20 2020: The Great Stay-In (Seventh of a Series)

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Apr 13 2020: The Great Stay-In (Sixth of a Series)

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Apr 6 2020: The Great Stay-In (Fifth of a Series)

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Mar 30 2020: The Great Stay-In (Fourth of a Series)

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Mar 23 2020: The Great Stay-In (Third of a Series)

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Mar 16 2020: The Great Stay-In (Second of a Series)

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Mar 9 2020: The Great Stay-In (First of a Series)

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Mar 2 2020: Top Ten Myths About Private Credit (Last of a Series)

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Feb 24 2020: Top Ten Myths About Private Credit (Sixth of a Series)

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Feb 17 2020: Top Ten Myths About Private Credit (Fifth of a Series)

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Feb 10 2020: Top Ten Myths About Private Credit (Fourth of a Series)

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Feb 3 2020: Top Ten Myths About Private Credit (Third of a Series)

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Jan 27 2020: Top Ten Myths About Private Credit (Second of a Series)

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Jan 20 2020: Top Ten Myths About Private Credit (First of a Series)

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Jan 13 2020: 2020 Hindsight

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Jan 6 2020: Of Bubbles and Gum

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2019

Dec 16 2019: “The Best Place to Be” (Last of a Series)

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Dec 9 2019: “The Best Place to Be” (Third of a Series)

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Dec 2 2019: “The Best Place to Be” (Second of a Series)

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Nov 25 2019: “The Best Place to Be” (First of a Series)

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Nov 18 2019: Finding the Line: Senior Stretch vs. Unitranche (Second of Two Parts)

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Nov 11 2019: Finding the Line: Senior Stretch vs. Unitranche (First of Two Parts)

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Nov 4 2019: Whitecaps in Large Caps

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Oct 28 2019: Deal, No Deal (Last of a Series)

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Oct 14 2019: Deal, No Deal (Second of a Series)

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Oct 14 2019: Deal, No Deal (First of a Series)

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Oct 7 2019: Stirred, Not Shaken

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Sept 30 2019: A Little Around the Sides

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Sept 23 2019: Take-offs and Landings

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Sept 16 2019: And You Thought Cov-Lite Was a Problem

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Sept 9 2019: Heads and Tails

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Sept 2 2019: Par for the Course

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Aug 12 2019: Direct to Consumer

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Aug 5 2019: High-Water Mark

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July 29 2019: Smooth Sailing

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July 22 2019: Private Debt: Search for Transparency (Last of a Series)

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July 15 2019: Private Debt: Search for Transparency (Fourth of a Series)

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July 8 2019: Private Debt: Search for Transparency (Third of a Series)

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July 1 2019: Private Debt: Search for Transparency (Second of a Series)

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June 24 2019: Private Debt: Search for Transparency (First of a Series)

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June 17 2019: Covenantive Easing (Last of a Series)

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June 10 2019: Covenantive Easing (Fourth of a Series)

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June 3 2019: Covenantive Easing (Third of a Series)

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May 27 2019: Covenantive Easing (Second of a Series)

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May 20 2019: Covenantive Easing (First of a Series)

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May 13 2019: Emotional Support Loans

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May 6 2019: Why Valuations Matter (Last of a Series)

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Apr 29 2019: Why Valuations Matter (Fifth of a Series)

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Apr 22 2019: Why Valuations Matter (Fourth of a Series)

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Apr 15 2019: Why Valuations Matter (Third of a Series)

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Apr 8 2019: Why Valuations Matter (Second of a Series)

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Apr 1 2019: Why Valuations Matter (First of a Series)

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Mar 25 2019: Roses are Red, Covenants are Few

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Mar 18 2019: Leveraged Loans and Systemic Risk (Last of a Series)

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Mar 11 2019: Leveraged Loans and Systemic Risk (Third of a Series)

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Mar 4 2019: Leveraged Loans and Systemic Risk (Second of a Series)

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Feb 25 2019: Leveraged Loans and Systemic Risk (First of a Series)

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Feb 18 2019: Apart at Last

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Feb 11 2019: It’s the Dough, Not the Dow

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Feb 4 2019: That’s Why It’s Called a 'Market'

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Jan 28 2019: Thin January

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Jan 21 2019: Feeding the Chickens

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Jan 14 2019: “It’s Been A Long Year”

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Jan 7 2019: Lost in Translation

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2018

Dec 17 2018: The Price of Everything (Last of a Series)

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Dec 10 2018: The Price of Everything (Second of a Series)

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Dec 3 2018: The Price of Everything (First of a Series)

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Nov 26 2018: Search and Recovery (Last of a series)

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Nov 19 2018: Search and Recovery (Fourth of a series)

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Nov 12 2018: Search and Recovery (Third of a series)

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Nov 5 2018: Search and Recovery (Second of a series)

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Oct 29 2018: Search and Recovery (First of a series)

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Oct 22 2018: Third Quarter Report (Last of a Series)

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Oct 15 2018: Third Quarter Report (Second of a Series)

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Oct 8 2018: Third Quarter Report (First of a Series)

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Oct 1 2018: Leveragin’ Loans

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Sept 24 2018: Big Game

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Sept 17 2018: #Yield Signs

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Sept 10 2018: Ten Years On – A Reflection

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Sept 3 2018: Food for Thought

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Aug 13 2018: Summer School

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Aug 6 2018: Fish in a Barrel

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July 30 2018: Splash Zone

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July 23 2018: Terms of Endearment

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July 16 2018: Half-Time Report (Last of a Series)

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July 9 2018: Half-Time Report (Second of a Series)

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July 2 2018: Half-Time Report (First of a Series)

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June 25 2018: Terms They Are A-Changing

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June 18 2018: Squeezed in the Middle

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June 11 2018: You Can Take it With You

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June 4 2018: What Inning Are We In? (Last of a Series)

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May 28 2018: What Inning Are We In? (Second of a Series)

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May 21 2018: What Inning Are We In? (First of a Series)

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May 14 2018: Fast Food

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May 7 2018: Spotlight on Healthcare – A Special Industry Report (Last of a Series)

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Apr 30 2018: Spotlight on Healthcare – A Special Industry Report (Seventh of a Series)

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Apr 23 2018: Spotlight on Healthcare – A Special Industry Report (Sixth of a Series)

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Apr 16 2018: Spotlight on Healthcare – A Special Industry Report (Fifth of a Series)

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Apr 9 2018: Spotlight on Healthcare – A Special Industry Report (Fourth of a Series)

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Apr 2 2018: Spotlight on Healthcare – A Special Industry Report (Third of a Series)

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Mar 26 2018: Spotlight on Healthcare – A Special Industry Report (Second of a Series)

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Mar 19 2018: Spotlight on Healthcare – A Special Industry Report (First of a Series)

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Mar 12 2018: Dream Jobs

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Mar 5 2018: A Decade of Leading Left

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Feb 26 2018: Winter Games (Second of Two Parts)

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Feb 19 2018: Winter Games (Part One)

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Feb 12 2018: You Can Fight City Hall

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Feb 5 2018: Bones and Loans

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Jan 29 2018: Easy Money

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Jan 22 2018: And Such Small Portions (Last of a Series)

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Jan 15 2018: And Such Small Portions (First of a Series)

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Jan 8 2018: Animal Farm

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Jan 1 2018: Déjà View

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2017

Dec 11 2017: The Creditors’ Ball

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Dec 4 2017: Grinding it Out

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Nov 27 2017: Sweet Success

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Nov 20 2017: State of the Loan Market (Last of a Series)

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Nov 13 2017: State of the Loan Market (Third of a Series)

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Nov 6 2017: State of the Loan Market (Second of a Series)

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Oct 30 2017: State of the Loan Market (First of a Series)

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Oct 23 1017: Spot‐lite on Cov‐lite (Final of a Series)

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Oct 16 2017: Spot-lite on Cov-lite (Third of a Series)

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Oct 9 2017: Spot-lite on Cov-lite (Second of a Series)

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Oct 2 2017: Spot-lite on Cov-lite (First of a Series)

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Sept 25 2017: Feeding the Beast

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Sept 18 2017: Loans à la Mode

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Sept 11 2017: Flavor of the Month

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Sept 4 2017: Back to Schook

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Aug 14 2017: Bye-bor

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Aug 7 2017: How Big is the Middle Market? (Last of a Series)

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July 31 2017: How Big is the Middle Market? (Third of a Series)

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July 24 2017: How Big is the Middle Market? (Second of a Series)

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July 17 2017: How Big is the Middle Market? (First of a Series)

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July 10 2017: Refi Madness

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July 3 2017: Fall Risk

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June 26 2017: The 80/20 Rule of Private Credit

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June 19 2017: The Case for Covenants (Last of a Series)

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June 12 2017: The Case for Covenants (Part Four)

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June 5 2017: The Case for Covenants (Part Three)

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May 29 2017: The Case for Covenants (Part Two)

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May 22 2017: The Case for Covenants (Part One)

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May 15 2017: Two Way Street

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May 8 2017: Elements of Corporate Risk (Last of a Series)

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May 1 2017: Elements of Corporate Risk (Fifth of a Series)

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2016

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2009

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2008

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1 file(s) 197.74 KB

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1 file(s) 189.79 KB

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1 file(s) 206.48 KB

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1 file(s) 207.01 KB

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1 file(s) 212.89 KB

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1 file(s) 210.77 KB

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On The Left - Week of April 28th 2008

1 file(s) 227.86 KB

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On The Left - Week of April 21st 2008

1 file(s) 137.17 KB

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On The Left - Week of April 14th 2008

1 file(s) 156.05 KB

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On The Left - Week of April 7th 2008

1 file(s) 144.09 KB

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On The Left - Week of March 31st 2008

1 file(s) 1.79 MB

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On The Left - Week of March 24th 2008

1 file(s) 1.73 MB

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On The Left - Week of March 17th 2008

1 file(s) 1.98 MB

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On The Left - Week of March 10th 2008

1 file(s) 2.11 MB

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On The Left – Week of March 3rd 2008

1 file(s) 2MB

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