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Notes on Specialty Finance
What MFA's Latest Data Says About Private Credit's Economic Impact
A new data point on private credit caught my attention, and it's worth a closer look.
4 days ago1 min read
What Twenty Years in Specialty Finance Underwriting Taught Me About Renewals
Most files on funding platforms look fine on paper. The ones that stop me are the renewals. After twenty years in specialty finance underwriting, here is the signal I trust above almost everything else.
May 271 min read
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