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Financials

Banks, funds, insurance, BDCs, and specialty finance.

Financials

+7

The pods are not okay

Nov 8, 2026

•

8 min read

The pods are not okay

Arini's losses hit 32%, the big platforms cut credit pods, ING put data center loans up for auction, and the selloff climbed into BBs and Bs.

Junk Bond Analyst
Junk Bond Analyst

Financials

+5

Trick or margin call 👻🎃

Nov 1, 2026

•

12 min read

Trick or margin call 👻🎃

Arini sold into margin calls, Weil moved to wind down, Anthropic closed a $63 billion chip loan, and hackers took $6.3 billion from Binance.

Junk Bond Analyst
Junk Bond Analyst

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