Independent research on U.S. private credit, built entirely from public SEC filings.
Current paper (July 2026): Private Credit's Cash-Flow Question: Evidence from the Public Filings of Twelve Listed BDCs (2026 Q2)
Twelve falsifiable predictions inside, each testable against the August 2026 Q2 filings. Results will be updated here.
Independent research for educational purposes only; not investment advice. Author holds no positions in any securities mentioned as of publication. All data from public SEC filings and cited sources.