# commercial mortgage (blogs) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover commercial mortgage. Page: Feed: --- ## [Jane Street: Reasons for Concern at Wall Street's Quiet Giant](https://roddubitsky.substack.com/p/jane-street-reasons-for-concern-at) _2026-08-20 · Rod Dubitsky · Rod’s Substack_ Mega market maker warrants greater scrutiny in light of recent losses, massive scale, involvement with Situational Awareness, critical market roles and 2 lawsuits ## [AI Bankers Gone Wild](https://roddubitsky.substack.com/p/ai-bankers-gone-wild) _2026-08-11 · Rod Dubitsky · Rod’s Substack_ $575B in highly concentrated AI bets ## [CoreWeave’s Near Debt Debacle, Jane Street and Fitch’s Curiously Timed Jane Street Upgrade](https://roddubitsky.substack.com/p/coreweaves-near-debt-debacle-jane) _2026-08-04 · Rod Dubitsky · Rod’s Substack_ Fitch's upgrade of Jane Street raises questions ## [Will Moody's AI Debt Warning Trigger an AI Bubble Crash?](https://roddubitsky.substack.com/p/will-moodys-ai-debt-warning-trigger) _2026-07-28 · Rod Dubitsky · Rod’s Substack_ Moody’s says ‘unprecedented’ AI spending threatens credit quality of Amazon, Meta, Alphabet and others ## [When even the safest insurance companies aren’t safe - MassMutual](https://roddubitsky.substack.com/p/when-even-the-safest-insurance-companies) _2026-07-16 · Rod Dubitsky · Rod’s Substack_ Meet the new MassMutual, not like the old MassMutual ## [Moody’s and Fitch Engage in Dangerous Competitive CLO Relaxation Pas de Deux](https://roddubitsky.substack.com/p/moodys-and-fitch-engage-in-dangerous) _2026-07-06 · Rod Dubitsky · Rod’s Substack_ With dubious timing, both rating agencies proposed relaxing their CLO credit criteria in June, despite multiple warning signs ## [The BDC Fee Structure Is Broken: Here's the Data](https://roddubitsky.substack.com/p/the-bdc-fee-structure-is-broken-heres) _2026-06-30 · Rod Dubitsky · Rod’s Substack_ The unbearable weight of BDC fees ## [The Road to Perdition: How BDC Growth Explosion and Valuation Issues were Triggered by 2020 SEC Rule Changes](https://roddubitsky.substack.com/p/the-road-to-perdition-how-bdc-growth) _2026-06-25 · Rod Dubitsky · Rod’s Substack_ And the revolving door from the SEC to Apollo that followed ## [Podcast: IPO Watch: SpaceX and Wall Street's Middle Finger to Retail Investors](https://roddubitsky.substack.com/p/podcast-ipo-watch-spacex-and-wall) _2026-06-05 · Rod Dubitsky · Rod’s Substack_ How Wall Street engineered the biggest wealth transfer in IPO history [Listen](https://api.substack.com/feed/podcast/200800213/86680dbc9710ef4ef9c6885d0818764b.mp3) ## [IPO Watch: SpaceX and Wall Street's Middle Finger to Retail Investors](https://roddubitsky.substack.com/p/ipo-watch-spacex-and-wall-streets) _2026-06-05 · Rod Dubitsky · Rod’s Substack_ How Wall Street engineered the biggest wealth transfer in IPO history ## [Make any domain metal (Sponsored)](https://crawlproof.com/a/WZBmfJLQy9md) _2026-06-05 · **Sponsored**_ Turn any domain into a blacked-out metal landing page with an email waitlist ## [Dangers Lurking in Athene’s Alternative Investments: Part 2](https://roddubitsky.substack.com/p/dangers-lurking-in-athenes-alternative) _2026-06-02 · Rod Dubitsky · Rod’s Substack_ Athene's $9.6B Equity-Backed ABS Allows them to Avoid $3B in Capital Charges