The Due Diligence Flashlight: Proof, Not Poetry
The market is acting like a credit committee with a highlighter: you can still get a “yes,” but only if your story survives a flashlight.
Tomorrow’s setup is all about selective risk. Tech momentum is back, Asia opened mixed-to-firmer, and jobless claims is the clean macro checkpoint. Meanwhile, rates are still high enough to punish sloppy underwriting—especially in real estate.
In today’s episode/newsletter: markets + macro, rates, real estate deals that actually cleared, stablecoins moving from hype to compliance, and a one-page “Takeout Proof Audit” you can use to win more serious…
The skinny
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