Blue Owl Capital just sold $1.4B of loans at 99.7 cents on the dollar — and permanently halted redemptions in its OBDC II private credit fund.

Not a fire sale.Not a collapse. But the gate is officially closed.

Private credit has exploded from $2T to over $3T in just a few years, with projections pointing toward $5T by 2029. The yields looked attractive. The distributions felt steady. But the liquidity mechanics were always there — in the documents, in the fine print, in the architecture.

This isn’t panic. It’s structure meeting reality.

In this video, we break down:
Why the 99.7¢ sale matters
What redemption caps really mean
The retail vs. institutional liquidity mismatch
Whether this is “cockroach” territory
How to size private credit properly

Truthbomb: The yield wasn’t the reward. It was the price of admission.

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Supreme Court just Killed Trumps tariffs and markets are not going to be happy. Mark Malek Breaks down the facts of what will happen to Wall Street and stocks, as a massive refund will need to be paid back to companies because of the illegal tariffs.

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Two U.S. carrier strike groups — including the USS Gerald R. Ford and the USS Abraham Lincoln — are moving into position.

Prediction markets are pricing a 62% probability of a U.S. strike on Iran. That’s not a headline. That’s capital making a bet.

So what happens to oil, inflation, the Fed, and your portfolio?

In this episode of Wall Street Truthbombs, we walk through three real scenarios:
• The 72-hour precision strike
• The multi-week oil disruption
• The stagflation tail risk
And more importantly — how to position using XLE, ITA, GLD, TIP, VYM, and SPY depending on how this unfolds.

The S&P has survived every geopolitical shock in modern history.
But survival favors preparation — not complacency.

Truthbomb: The most expensive position in your portfolio right now might be inaction.

#iran #war #usa #stockmarket

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