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Trading the Weak September Start 9/2/25

Halftime Report

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Private Credit and Upcoming Ryder Cup Insights

This chapter explores the explosive growth of the private credit market, now valued at $1.5 trillion, and its shift towards servicing larger corporations like Meta and AT&T. It also highlights the influence of private equity in sports, particularly with rising franchise valuations exemplified by the Dallas Cowboys, and discusses the upcoming Ryder Cup at Bethpage, emphasizing community engagement and corporate sponsors. The chapter culminates with reflections on Wall Street's evolving perspectives as the year unfolds.

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