# blackstone (blogs) — RSS Amplifier

Recent posts from the 1 feeds in the RSS Amplifier directory that cover blackstone.

Page: <https://rssamplifier.com/topics/blackstone/blogs>  
Feed: <https://rssamplifier.com/topics/blackstone/blogs.md>

---

## [THE BIG READ: Thoma Bravo to KKR to Deeper Junk. OTIC's Biggest Software Loss Was Modeled at 74. The Market Priced at 33 - Part I](https://contrarianunicus.substack.com/p/the-big-read-thoma-bravo-to-kkr-to)

_2026-08-25 · Unicus Research · The Unicus Investor_

The Software Loan That Rotted Inside OTIC

## [A Winning Demographic Story or Nah?](https://contrarianunicus.substack.com/p/a-winning-demographic-story-or-nah)

_2026-08-23 · Unicus Research · The Unicus Investor_

Per Freddie Mac’s latest performance data for its K securitization series for May, $330.73M has been lost thus far on a program which started in 2009 and originated $636.85B in loans supporting assisted living, garden apartments, independent living, mid-rise apartments, retirement homes and student housing.

## [Nvidia's 'Circle-Jerk' Backstop Has a Precedent. Ask Who Was Left Holding the Paper.](https://contrarianunicus.substack.com/p/nvidias-circle-jerk-backstop-has)

_2026-08-17 · Unicus Research · The Unicus Investor_

What broke the circle in the past?

## [PIK Your Poison: Blue Owl's (OBDC) Version - I](https://contrarianunicus.substack.com/p/pik-your-poison-blue-owls-obdc-version)

_2026-08-15 · Unicus Research · The Unicus Investor_

OBDC’s borrower map, the nesting problem, and what happens to the companies at the end of the chain when the funds get redeemed

## [Surfing the Cycle](https://contrarianunicus.substack.com/p/surfing-the-cycle)

_2026-08-10 · Unicus Research · The Unicus Investor_

I am tired of listening to the economic nightmare we are enduring compared to the GFC.

## [Delay, Deny, Defend, and Private Credit- II](https://contrarianunicus.substack.com/p/delay-deny-defend-and-private-credit)

_2026-08-06 · Unicus Research · The Unicus Investor_

Nobody denies an annuity. This is the life insurance version, and it works on the loans instead of the claims.

## [Debt, a Gateway Drug: Someone Has to Hold the First Loss](https://contrarianunicus.substack.com/p/debt-a-gateway-drug-someone-has-to)

_2026-08-04 · Unicus Research · The Unicus Investor_

Blue Owl bought more than 17% of all risk sold in the new-issue CMBS market in the first quarter. Pension plans, the fastest-growing lending segment, hold under 1% of it.

## [Duration Is Not a Defense - I](https://contrarianunicus.substack.com/p/duration-is-not-a-defense-i)

_2026-07-30 · Unicus Research · The Unicus Investor_

Private credit inside life insurers, and why a thirty-year promise doesn't make a seven-year loan any safer - Duh!

## [How Deep Does the Mac and Cheese Go?](https://contrarianunicus.substack.com/p/how-deep-does-the-mac-and-cheese)

_2026-07-27 · Unicus Research · The Unicus Investor_

FROM A 'BLAH BOWL' TO THE INSURANCE-CREDIT ARCHITECTURE

## [BlackRock Is (NOT) Wall Street's Designated Adult - As BDEBT Highlights The Problem & The Hypocrisy](https://contrarianunicus.substack.com/p/blackrock-is-not-wall-streets-designated)

_2026-07-24 · Unicus Research · The Unicus Investor_

UNMASKING THE MARKS

## [Meet Claude, an AI assistant (Sponsored)](https://crawlproof.com/a/ZXJojPoj6TQc)

_2026-07-24 · **Sponsored**_

Chat with Claude at claude.ai — a conversational AI assistant.

## [The NVIDIA BOOBY-TRAP?](https://contrarianunicus.substack.com/p/the-nvidia-booby-trap)

_2026-07-19 · Unicus Research · The Unicus Investor_

NVIDIA gets paid in cash. Someone holds the IOU. It might be you.

## [Debt, Disasters and Disgust](https://contrarianunicus.substack.com/p/debt-disasters-and-disgust)

_2026-07-19 · Unicus Research · The Unicus Investor_

Buckle Up: 42nd Street and the Debt Behind the Largest Conversion in New York