The latest report from Rubix Data Sciences, in collaboration with Vayana TradeXchange, provides a timely and well-structured assessment of how instability in West Asia is feeding directly into...
If You Ask Me? Articles
From Skill Gap to Credit Risk: The Next Fault Line in Corporate Assessment
This article concludes a short Intrepid Explorers three part series examining how structural skill gaps are migrating from labor markets into operational risk—and now into credit assessment and...
Cybersecurity: When the Defenders Fall Behind the Criminal Economy
This is the second in a short Intrepid Explorers series of articles examining a growing structural issue that is beginning to move beyond labor markets and into the core of economic and financial...
The Skill Gap Is Not a Shortage – It Is a Misalignment: Credentials over Applicability
Series Introduction: The Emerging Skill - Risk Nexus This article is the first in a short Intrepid Explorers series examining a growing structural issue that is beginning to move beyond labor...
Private Credit: From Golden Age to Public Reckoning
According to latest media reports Private Credit is now facing what can best be described as a public reckoning. Perhaps even more ominous is the indication of changing market dynamics with the...
Private Credit: Signals, Sentiment, and What to Watch
Recent headlines have amplified previous concerns about private credit. Commentary now links redemption pressures, geopolitical tensions, and energy-market volatility into a broader narrative of...
Private Credit: A Market Facing Its First Real Stress Test
Warnings about private credit have intensified in recent weeks, but the debate remains unsettled. Some observers have begun to describe the situation in dramatic terms. However there are hardly any...
The Information Paradox in Private Credit
Following my recent article Private Credit at a Crossroads - What leaders are warning, there has been further criticism in the media. If You ask me: Private credit is under scrutiny. Defaults are...
Private Credit at a Crossroads — What Credit Leaders Are Warning
Recent warnings about private credit are not coming from commentators. They are coming from the lending industry itself. According to Fitch Ratings, U.S. private-credit default rates are approaching...








