Hello! Do any of you work in private credit or know someone who does? Would be grateful if you can intro me.
Enjoy!
(i) Some substack write-ups:
Second-Hand Retail: A First-Class Market
Sabre Insurance: Shares Halved Since COVID, But Not Cheap Enough
(ii) Austin Vernon: 2023 Geothermal Update
Perhaps underrated.
(iii) Road to the Casa Rosada: Argentina Politics Update - 5 July 2023
Really high quality substack tracking Argentine politics leading up to elections.
(iv) Scope of Work: Make Big Plans
Interview with Bent Flyvbjerg, author of How Big Things Get Done.
(v) LRB: Where be your jibes now?
Patricia Lockwood on David Foster Wallace.