Monday links: a degraded web
Markets A list of everything the stock market has overcome in the 2020s. (awealthofcommonsense.com) The semiconductors and health care sectors trade at the same forward P/E. (apollo.com) Private assets A look at rising private credit loan default rates. (wsj.com) Private equity's backlog of unsold companies keeps growing. (nytimes.com) How much hyperscaler debt is sitting in off-balance sheet…
We haven't written up this one. Abnormal Returns has the full story — the link below goes straight to it.
