Slack: C0A0ZC2NS48/ts:1774265770.5706

Author: Stuart Hardy Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

private-credit-contagion-chain

💬 [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