Inner Loop Intelligence
All Themes
·
All Sources
Slack: C0A0ZC2NS48/ts:1772019351.0095
Author: Stuart Hardy
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
private-credit-contagion-chain
💬
[E1220]
Looking at potential time bomb in PE with CRE exposure - can kick can a long time for valuations but harder for cashflow. Chat flagged Dimon saying 'feels touch 2008 ydy.'
commentary · 2026-04-07