Inner Loop Intelligence
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Slack: C0A0ZC2NS48/ts:1774265770.5706
Author: Stuart Hardy
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
private-credit-contagion-chain
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[E2024]
Farms swap machinery into grain strength to offset capex against gains. You want to recognize full accounting cost in high income year. Weak prices mean fewer sales.
commentary · 2026-04-07