Staff Reporter of The Wall Street Journal.
Joined May 2011
- Tweets 1,259
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- Followers 5,621
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3 Photos and videos
May 13
The More You Know About This Private-Credit Fund, the Less You Understand | My latest @WSJ @WSJheard $OBDC $OWL wsj.com/finance/investing/bl…
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No More Quarterly Reports? What the SEC is Proposing Instead wsj.com/video/no-more-quarte…
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Jonathan Weil retweeted
Apr 26
Was at the WH Correspondents dinner last night, a rare DC trip for me without a subpoena. On the positive side—was exciting, no one was killed, and ended early. I noted a new litmus for status among the gov’t elite—whether you were whisked away by secret service, or left to fend.
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Apr 23
How Costly Will Musk’s Admission on Self-Driving Hardware Be? | My latest @WSJ @WSJheard $TSLA — Tesla’s costs for trade-ins and upgrades could easily be in the billions of dollars. So why didn’t it take a new reserve on the balance sheet? wsj.com/livecoverage/stock-m…
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Apr 11
The Crazy Math Confronting Everyday Investors in Private Markets | How about a 16-fold same-day markup using “NAV as a practical expedient” to fair value? Fair value in PE often isn’t exit price, it’s just whatever you say it is. My latest @WSJheard @WSJ wsj.com/finance/investing/th…
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What’s a Private-Credit Fund Worth When the Money Is Locked Up?| My latest @WSJ @WSJheard $OWL $ARES #Cliffwater wsj.com/finance/investing/wh…
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As private credit's troubles mount, it's natural to wonder if it could lead to another financial crisis, as with subprime. I spent some time studying the parallels. Here's my answer. wsj.com/economy/is-another-f…
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Mar 27
Why Investors Were Right to Be Wary of Blue Owl’s $1.4 Billion Deal | My latest @WSJheard @WSJ $OWL $OBDC wsj.com/finance/investing/wh…
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Jonathan Weil retweeted
This is a big win for the press, the public and the United States military, which fights better when observed by a robust press corps.
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Jonathan Weil retweeted
Mar 20
Breaking News: The Pentagon’s restrictions on news outlets violated the First Amendment, a federal judge ruled, in a victory for The New York Times. nyti.ms/4smNxY1
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Mar 20
Indictment of Super Micro Co-Founder Has a Long Backstory — Heard on the Street | My latest @WSJheard @WSJ $SMCI wsj.com/livecoverage/stock-m…
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Jonathan Weil retweeted
Mar 16
Investors are fleeing the $42 billion Cliffwater Corporate Lending Fund. Many seem to believe the private-credit fund’s official net asset value is inflated, writes WSJ Heard on the Street columnist @JonathanWeil. on.wsj.com/4rzgTRQ
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Mar 16
Inside a $42 Billion Private-Credit Black Box: More Black Boxes | My latest at @WSJ @WSJHeard $CCLFX #Cliffwater wsj.com/finance/investing/in…
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Jonathan Weil retweeted
Mar 8
The Iran war just made things even more complicated for James Dolan’s maze of companies. on.wsj.com/3OUG9EE
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