# market insights (blogs) — RSS Amplifier Recent posts from the 5 feeds in the RSS Amplifier directory that cover market insights. Page: Feed: --- ## [DAILY MARKET INSIGHTS 21.08.2026](https://cornerstoneassetmanagers.substack.com/p/daily-market-insights-21082026) _2026-08-21 · Cornerstone Asset Managers · Daily Market Insights_ Actionable Intelligence for Navigating Dynamic Markets ## [DAILY MARKET INSIGHTS 20.08.2026](https://cornerstoneassetmanagers.substack.com/p/daily-market-insights-20082026) _2026-08-20 · Cornerstone Asset Managers · Daily Market Insights_ Actionable Intelligence for Navigating Dynamic Markets ## [DAILY MARKET INSIGHTS 19.08.2026](https://cornerstoneassetmanagers.substack.com/p/daily-market-insights-19082026) _2026-08-19 · Cornerstone Asset Managers · Daily Market Insights_ Actionable Intelligence for Navigating Dynamic Markets ## [DAILY MARKET INSIGHTS 18.08.2026](https://cornerstoneassetmanagers.substack.com/p/daily-market-insights-18082026) _2026-08-18 · Cornerstone Asset Managers · Daily Market Insights_ Actionable Intelligence for Navigating Dynamic Markets ## [Welsbach Weekly: The Audit Becomes the Deal](https://leanspac.substack.com/p/welsbach-weekly-the-audit-becomes) _2026-08-18 · Danny Mamadou · Welsbach SPACtacular Insights_ Why financial-reporting readiness, not the search for a sponsor, decides which 2026 De-SPACs actually close ## [Hard Money Fund in an Evergreen Wrapper: First Eagle Real Estate Debt Fund](https://www.accreditedinsight.com/p/hard-money-fund-in-an-evergreen-wrapper) _2026-08-17 · Leyla Kunimoto · Accredited Investor Insights_ Why the 8.25% yield isn’t the whole story ## [DAILY MARKET INSIGHTS 14.08.2026](https://cornerstoneassetmanagers.substack.com/p/daily-market-insights-14082026) _2026-08-14 · Cornerstone Asset Managers · Daily Market Insights_ Actionable Intelligence for Navigating Dynamic Markets ## [DAILY MARKET INSIGHTS 13.08.2026](https://cornerstoneassetmanagers.substack.com/p/daily-market-insights-13082026) _2026-08-13 · Cornerstone Asset Managers · Daily Market Insights_ Actionable Intelligence for Navigating Dynamic Markets ## [DAILY MARKET INSIGHTS 12.08.2026](https://cornerstoneassetmanagers.substack.com/p/daily-market-insights-12082026) _2026-08-12 · Cornerstone Asset Managers · Daily Market Insights_ Actionable Intelligence for Navigating Dynamic Markets ## [DAILY MARKET INSIGHTS 11.08.2026](https://cornerstoneassetmanagers.substack.com/p/daily-market-insights-11082026) _2026-08-11 · Cornerstone Asset Managers · Daily Market Insights_ Actionable Intelligence for Navigating Dynamic Markets ## [8.1% APY Plus Free Stock (Sponsored)](https://crawlproof.com/a/55D2ENAsSzGG) _2026-08-11 · **Sponsored**_ Claim 8.1% APY and up to $1,030 in SK hynix and Nvidia stock. ## [Welsbach Capital Markets Insights: August 2026 Edition](https://leanspac.substack.com/p/welsbach-capital-markets-insights-6f4) _2026-08-11 · Danny Mamadou · Welsbach SPACtacular Insights_ We spend hours researching, and talking to the smartest founders, dealmakers and investors in the SPAC landscape. ## [DAILY MARKET INSIGHTS 10.08.2026](https://cornerstoneassetmanagers.substack.com/p/daily-market-insights-10082026) _2026-08-10 · Cornerstone Asset Managers · Daily Market Insights_ Actionable Intelligence for Navigating Dynamic Markets ## [TCP Sold Half Its Portfolio. NAV Fell 10%, Stock Rallied. What Happened?](https://www.accreditedinsight.com/p/tcp-sold-half-its-portfolio-nav-fell) _2026-08-08 · Leyla Kunimoto · Accredited Investor Insights_ How selling 48% of a BDC’s loan portfolio turned into a 10.4% NAV hit, and why the headline 5% discount doesn’t tell the whole story ## [DAILY MARKET INSIGHTS 07.08.2026](https://cornerstoneassetmanagers.substack.com/p/daily-market-insights-07082026) _2026-08-07 · Cornerstone Asset Managers · Daily Market Insights_ Actionable Intelligence for Navigating Dynamic Markets ## [DAILY MARKET INSIGHTS 06.08.2026](https://cornerstoneassetmanagers.substack.com/p/daily-market-insights-06082026) _2026-08-06 · Cornerstone Asset Managers · Daily Market Insights_ Actionable Intelligence for Navigating Dynamic Markets ## [DAILY MARKET INSIGHTS 05.08.2026](https://cornerstoneassetmanagers.substack.com/p/daily-market-insights-05082026) _2026-08-05 · Cornerstone Asset Managers · Daily Market Insights_ Actionable Intelligence for Navigating Dynamic Markets ## [Real Estate Credit: Everything You Wanted to Know But Were Too Afraid to Ask](https://www.accreditedinsight.com/p/real-estate-credit-everything-you) _2026-08-05 · Leyla Kunimoto · Accredited Investor Insights_ The assets, plumbing, wrappers, risks, and returns behind one of private credit’s fastest-growing corners. ## [DAILY MARKET INSIGHTS 04.08.2026](https://cornerstoneassetmanagers.substack.com/p/daily-market-insights-04082026) _2026-08-04 · Cornerstone Asset Managers · Daily Market Insights_ Actionable Intelligence for Navigating Dynamic Markets ## [Welsbach Weekly: The Promote Is Now Negotiable](https://leanspac.substack.com/p/welsbach-weekly-the-promote-is-now) _2026-08-04 · Danny Mamadou · Welsbach SPACtacular Insights_ Record sponsor supply has quietly moved pricing power to targets. Most founders are still negotiating as though it hadn't ## [$7B RIA Auction | UBS Pulls the Plug on Blue Owl | Three CRE Mortgage REITs Walk Into a Bar](https://www.accreditedinsight.com/p/7b-ria-auction-ubs-pulls-the-plug) _2026-08-02 · Leyla Kunimoto · Accredited Investor Insights_ 🗞️ Sunday digest: private markets insights 8/2 ## [Chovy's Blog: Agentic Coding (Sponsored)](https://crawlproof.com/a/cxN5k7qWIAPr) _2026-08-02 · **Sponsored**_ Personal posts on agentic coding, moshcode CLI, and security findings. ## [Welsbach Weekly: Underwriting the Buyer](https://leanspac.substack.com/p/welsbach-weekly-underwriting-the) _2026-07-28 · Danny Mamadou · Welsbach SPACtacular Insights_ With more than 250 vehicles searching and roughly $50 billion sitting in trust, the scarce asset is now the target. The risk founders still fail to price is which SPAC they say yes to ## [WVB All Markets Fund: the 0.10% Fund That Costs 3.40%](https://www.accreditedinsight.com/p/wvb-all-markets-fund-the-010-fund) _2026-07-25 · Leyla Kunimoto · Accredited Investor Insights_ Inside Wellington × Blackstone × Vanguard's New Interval Fund ## [Cliffwater Enhanced Lending Fund (CELFX): the Growth Curve Bends](https://www.accreditedinsight.com/p/cliffwater-enhanced-lending-fund-5e5) _2026-07-23 · Leyla Kunimoto · Accredited Investor Insights_ xxx ## [Welsbach Weekly: The Money Now Arrives First: How Committed PIPEs Are Rewriting the Rules of the SPAC Market](https://leanspac.substack.com/p/welsbach-weekly-the-money-now-arrives) _2026-07-21 · Danny Mamadou · Welsbach SPACtacular Insights_ The strongest SPAC transactions no longer begin with announcements. They begin with committed institutional capital that validates quality, reduces execution risk, and builds market confidence ## [Australia’s property hotspots set to tip into million-dollar territory](https://thepropertytribune.com.au/opinion/australias-property-hotspots-set-to-tip-into-million-dollar-territory/) _2026-07-20 · Tim Graham · The Property Tribune_ Hotspotting and Reventon reveal 365 suburbs joined Australia’s million-dollar median club in the past year, and name 10 future hotspots ... Read More ## [The Agricultural Revolution in Private Markets](https://www.accreditedinsight.com/p/the-agricultural-revolution-in-private) _2026-07-19 · Leyla Kunimoto · Accredited Investor Insights_ How fund managers stopped hunting returns and started farming assets ## [Inside CIM Real Assets & Credit Fund (RACR)](https://www.accreditedinsight.com/p/inside-cim-real-assets-and-credit) _2026-07-17 · Leyla Kunimoto · Accredited Investor Insights_ What happens when real estate, CLOs, CMBS, leveraged loans, repos, and derivatives all end up in the same interval fund? ## [Welsbach Capital Markets Insights: July 2026 Edition](https://leanspac.substack.com/p/welsbach-capital-markets-insights-362) _2026-07-14 · Danny Mamadou · Welsbach SPACtacular Insights_ We spend hours researching, and talking to the smartest founders, dealmakers and investors in the SPAC landscape. ## [Private Equity Won't Sell | Private Credit Won't Sit Still | Data Centers Won't Slow Down](https://www.accreditedinsight.com/p/private-equity-wont-sell-private) _2026-07-12 · Leyla Kunimoto · Accredited Investor Insights_ 🗞️ Sunday digest: private markets insights 7/12 ## [‘AI will pick the eyes out of it’: selling new homes to buyers who check everything](https://thepropertytribune.com.au/buying-selling/first-home-buyers/ai-will-pick-the-eyes-out-of-it-selling-new-homes-to-buyers-who-check-everything/) _2026-07-10 · Ben Newport · The Property Tribune_ Why today's home buyers check everything, and how a family modular builder is answering. ... Read More ## [Stream Torrents & IPTV Instantly (Sponsored)](https://crawlproof.com/a/Fg04Qg7T9uUk) _2026-07-10 · **Sponsored**_ Search magnet links and stream movies, music, books, and live TV in-browser ## [Inside the Sale of Kayne Anderson Real Estate](https://www.accreditedinsight.com/p/inside-the-sale-of-kayne-anderson) _2026-07-08 · Leyla Kunimoto · Accredited Investor Insights_ Funds, managed accounts, pitch decks, a back-of-the-envelope M&A model (and Whole Foods). ## [Welsbach Weekly: Nasdaq Isn't the Finish Line. It's the Beginning](https://leanspac.substack.com/p/welsbach-weekly-nasdaq-isnt-the-finish) _2026-07-07 · Sridhar Shivaram · Welsbach SPACtacular Insights_ Every year, hundreds of companies ring the opening bell at Nasdaq. Yet only a few become global institutions. The difference isn't the listing, it's what it unlocks ## [‘Will you still be here in five years?’: How trust is rewriting the new-home buyer journey](https://thepropertytribune.com.au/interviews/will-you-still-be-here-in-five-years-how-trust-is-rewriting-the-new-home-buyer-journey/) _2026-07-06 · Ben Newport · The Property Tribune_ Why trust, transparency and financial certainty are reshaping Australia's new-home market. ... Read More ## [Blue Owl's OCIC vs Oaktree Strategic Credit Fund: A Tale of Two Redemption Queues](https://www.accreditedinsight.com/p/blue-owls-ocic-vs-oaktree-strategic) _2026-07-05 · Leyla Kunimoto · Accredited Investor Insights_ A look at portfolio composition, leverage, and income quality ## [Five Mistakes GPs Make on Operational Value Creation](https://www.accreditedinsight.com/p/five-mistakes-gps-make-on-operational) _2026-07-02 · Leyla Kunimoto · Accredited Investor Insights_ And how LPs can spot them — guest post by Romain Bégramian ## [Welsbach Weekly: Beyond the Listing: Why Liquidity Engineering Has Become the Critical Success Factor in De-SPAC Transactions](https://leanspac.substack.com/p/welsbach-weekly-beyond-the-listing) _2026-06-30 · Danny Mamadou · Welsbach SPACtacular Insights_ A successful de-SPAC is no longer defined by the listing, it is defined by what comes next, when liquidity determines whether a company thrives or falters ## [PE's Groundhog Day | Private Credit Queue Gets Longer | CRE Cap Rates Found a Floor?](https://www.accreditedinsight.com/p/pes-groundhog-day-private-credit) _2026-06-28 · Leyla Kunimoto · Accredited Investor Insights_ 🗞️ Sunday digest: private markets insights 6/28 ## [The Quarter the Marks Moved](https://www.accreditedinsight.com/p/the-quarter-the-marks-moved) _2026-06-25 · Leyla Kunimoto · Accredited Investor Insights_ Why Private Credit Funds Repriced Their Portfolios in Q1 2026 ## [Why Smart Founders Fail to Raise Capital](https://leanspac.substack.com/p/why-smart-founders-fail-to-raise) _2026-06-23 · Danny Mamadou · Welsbach SPACtacular Insights_ And the process that actually works. ## [Sydney still offers strong investment opportunities for property investors](https://thepropertytribune.com.au/opinion/sydney-still-offers-strong-investment-opportunities-for-property-investors/) _2026-06-22 · Tim Graham · The Property Tribune_ Sydney still offers investors strong opportunities, with Hotspotting’s Tim Graham naming five Greater Sydney LGAs primed for future price growth. ... Read More ## [Cliffwater Corporate Lending Fund (CCLFX): The Machine Slows Down](https://www.accreditedinsight.com/p/cliffwater-corporate-lending-fund-6a3) _2026-06-21 · Leyla Kunimoto · Accredited Investor Insights_ Rising redemptions, falling NAV, and what's happening below the surface ## [Evergreen Funds: Lay of the Land](https://www.accreditedinsight.com/p/evergreen-funds-lay-of-the-land) _2026-06-18 · Leyla Kunimoto · Accredited Investor Insights_ Market size, key players, and rapid growth ## [Welsbach Weekly: The New SPAC Playbook: How Companies Survive the De-SPAC Gauntlet in 2026](https://leanspac.substack.com/p/welsbach-weekly-the-new-spac-playbook) _2026-06-16 · Danny Mamadou · Welsbach SPACtacular Insights_ The biggest risk to a de-SPAC transaction in 2026 isn't market volatility, it's discovering too late that your company isn't ready for public-market scrutiny ## [Apollo Diversified Real Estate Fund: What Changed While You Weren't Looking](https://www.accreditedinsight.com/p/apollo-diversified-real-estate-fund) _2026-06-13 · Leyla Kunimoto · Accredited Investor Insights_ The fund is now $3.3B (down from $3.7B), and the mandate is quite different ## [Opening Private Equity to Retail Without Destroying What Makes It Work](https://www.accreditedinsight.com/p/opening-private-equity-to-retail) _2026-06-11 · Leyla Kunimoto · Accredited Investor Insights_ A guest post by Benjamin Forestier and Claudia Zeisberger ## [Don't Buy Yesterday's Portfolio](https://www.accreditedinsight.com/p/dont-buy-yesterdays-portfolio) _2026-06-07 · Leyla Kunimoto · Accredited Investor Insights_ In private markets, the question isn't whether an asset is good or bad. It's whether it was acquired in 2022 or 2026. ## [Is Partners Group Private Equity (Master Fund) Showing Its Age?](https://www.accreditedinsight.com/p/partners-group) _2026-06-03 · Accredited Investor Insights_ Private equity evergreen funds don't get sick. ## [PropertyGuru Asia Property Awards returns to Australia for a landmark ninth edition](https://thepropertytribune.com.au/business-industry/propertyguru-asia-property-awards-australia-2026-ninth-edition/) _2026-05-22 · The Property Tribune · The Property Tribune_ With entries closing 10 July, the PropertyGuru Asia Property Awards (Australia) has officially launched its ninth edition. ... Read More ## [Voice of Customer (VOC) is not just NPS anymore](https://www.perceptive.co.nz/blog/voice-of-customer-voc-is-not-just-nps-anymore) _2026-05-11 · Perceptive Team · Perceptive NZ Blog_ Does your Voice of Customer (VOC) programme use Net Promoter Score as its one and only metric? Chances are you’re missing out on valuable insights that could be helping your business. ## [The best ways to action insights from your VOC programme](https://www.perceptive.co.nz/blog/the-best-ways-to-action-insights-from-your-voice-of-customer-voc-programme) _2026-05-10 · Perceptive Team · Perceptive NZ Blog_ What separates a great Voice of Customer (VOC) programme from an average one? It comes down to how well it is embedded within a business. If you want to get the most out of the insights your VOC is generating, grow the programme’s ROI, and drive commercial results, actioning your VOC insights across your business is a must.