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Apr 07 2026

Cap And Trap

  • Apr 7, 2026

Private credit has dominated headlines for all the wrong reasons, devastating alternative asset managers linked to that space. When we see a group of stocks with 30%+ losses in a matter of months, our contrarian “Spidey-Sense” starts to tingle, and we begin to wonder if a bargain is in the making.

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About The Author

Scott Opsal / Chief Investment Officer