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All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
The Private Credit Blues
Bret Jensen · 2026-06-26 · via All Articles on Seeking Alpha

Summary

  • Private credit funds are experiencing accelerating stress, with redemption gating intensifying and default rates at record highs.
  • Major funds like Ares, Apollo, Blackstone, and Cliffwater are granting only 5% of AUM for redemptions amid rising requests, pressuring stock prices.
  • Private credit is heavily exposed to SaaS/software sectors, which face disruption from AI, compounding risk and likely pushing default rates higher.
  • Continued private credit deterioration threatens mid-market lending, potentially slowing economic activity and job growth in coming quarters.
  • The article below highlights key reasons the roughly $1.8 trillion private credit sector is singing the blues.
  • Looking for a helping hand in the market? Members of The Biotech Forum get exclusive ideas and guidance to navigate any climate. Learn More »
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A judge"s gavel and a chalkboard with text INSOLVENCY.

mohd izzuan/iStock via Getty Images

The war in Iran and the effective closure of the Strait of Hormuz have dominated financial headlines for over three months now. However, there has been considerable, if uneven, progress on that front in recent weeks. While there is

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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