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Notes on Specialty Finance


Smart Money is Flooding into MCA: My Breakdown of the Top Q2 2026 MCA Capital Raises
Over $1.25 billion in institutional capital flowed into the space last quarter. Here is my breakdown of the top five MCA capital raises that prove smart money is officially here.
Jun 92 min read


What I Am Seeing in Small Business Lending
The latest Federal Reserve data confirms banks are tightening commercial loan standards. Here is what I am seeing when I talk to business owners about their funding options.
Jun 82 min read
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