Bear Market, Bull Results
Submitted by QTR's Fringe Finance
Despite the chaos, it has been “so far, so good” for the blog this year.
Our 26 Stocks To Watch for 2026 continue to beat the S&P 500, up +6% over the index heading into Friday’s cash open.
The three microcaps I pointed out that I’m watching last month are up an estimated 17.8%, 30.4% and 6.4% respectively already.
I also pointed out one more microcap name worth watching on April 7, which is still mostly unchanged since then but could have longer term potential.
The names on my Bear Market watchlist that I published days ago are up on average about 7.7%.
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This week I also wrote about how all the “experts” are again late warning about one area of the market:
A Tidal Wave Of Useless "Oh Shit" Moments
I also predicted the next sector of the economy to collapse:
The Next Sector To Collapse?
And wrote about why this week’s stock market rally could very well be a head fake:
Today's Rip Higher Is Not A Real Stock Rally
I’ve also been tracking the meltdown in private credit, which I called out before almost anyone of consequence on Wall Street:
April 10, 2026 - Carlyle hit with 15% redemption requests, Howard Marks releases letter warning about private credit
April 6, 2026 - Barings caps redemption requests after 11.3% withdrawal requests
April 2, 2026 - Blue Owl hit with “unprecedented” redemption requests
March 31, 2026 - WSJ reports that software exposure among private credit funds is larger than disclosed
March 27, 2026 - Cracks in private credit reach UBS Real Estate fund, forced to suspend withdrawals
March 24, 2026 - Ares restricts withdrawals on its Strategic Income Fund after redemption requests hit 11.6%
March 23, 2026 - Apollo caps withdrawals on its $25 billion Apollo Debt Solutions vehicle after redemptions hit 11%
March 19, 2026 - Stone Ridge’s Alternative Lending Risk Premium Fund gates redemptions after overwhelming redemption requests
March 16, 2026 - Apollo co-president says that “all” marks in parts of the private markets industry are “wrong”
March 11, 2026 - Morgan Stanley and Cliffwater cap redemptions in $8 billion, and $33 billion funds, respectively
March 6, 2026 - BlackRock begins limiting withdrawals from its $26 billion HPS Corporate Lending Fund
March 3, 2026 - Blackstone faces “record” redemptions from its flagship private credit vehicle, investors sought to redeem 7.9% of fund’s $82B in assets
February 19, 2026 - Blue Owl restricts redemptions from its retail private credit fund
January 26, 2026 - Blackrock takes 19% markdowns on TCP Capital Corp.
December 17, 2025 - Blue Owl walks away from $10 billion data center deal for Oracle
October 15, 2025 - QTR warns private credit is one of 10 areas of the market that I would avoid heading into 2026
Here’s what else is new on the blog:
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