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Capital Allocation
Originals
Howard Marks & Oaktree: The Institutionalization of Distressed Debt
Louie Molina
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September 21, 2026
Markets
Nvidia Hugging Face Acquisition Signals Shift to Developer Layer Control
Louie Molina
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September 3, 2026
Capital
Ernst & Young Human Skills Bonuses: Valuing Human Capital in AI Era
Louie Molina
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September 1, 2026
Originals
Michael Milken and the Business of Making Risk Investable
Louie Molina
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August 28, 2026
Capital
Corporate AI Debt Surge Tests Institutional Credit Limits
Louie Molina
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August 24, 2026
Brazil
Volaris Group Acquisition of L5 Networks: SaaS Consolidation
Louie Molina
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August 24, 2026
Assets
AI and Energy Infrastructure: Bank Capital Strategy
Louie Molina
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August 18, 2026
Assets
Ramon Ang Lopez Inc Investment Signals Infrastructure Shift
Louie Molina
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August 17, 2026
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