SHI

April 8, 2026

4.8.26 — Another Look at Private Credit

I have been asked:  Will “private credit” trigger a systemic financial crisis?   One reader went as far to ask if I believed the current slow-rolling […]
March 25, 2026

SHI 3.24.26 – Unknown Unknowns

Mark Twain famously said:   “It ain’t what you don’t know that gets you into trouble.  It’s what you know for sure that just ain’t so.” […]
March 11, 2026

SHI 3.11.26 — A Financial Neutron Bomb?

  Late in the 1950s, the neutron bomb was built.    You may be unfamiliar with this type of nuclear weapon, but it’s the real deal. […]
February 26, 2026

SHI 2.25.25 – Horseshoes and Hand Grenades

  “Close  only  counts  in  horseshoes  and  hand  grenades.”   OK.   Right.   We’ve all heard that before.   But the last GDP report?  The one released on […]