Navigating the Private Credit Storm: Why I'm Increasing Cash Exposure in the $PRMSHLD Portfolio

Navigating the Private Credit Storm: Why I'm Increasing Cash Exposure in the $PRMSHLD Portfolio

Navigating the Private Credit Storm: Why I'm Increasing Cash Exposure in the $PRMSHLD PortfolioLibardo Lambrano
Published on: 13/04/2026

This article examines stress in the $2T private credit market, where redemptions and liquidity risks are rising. It outlines a defensive strategy—raising cash via T-bills and using merger arbitrage—to preserve capital and stay ready for dislocations.

Investing
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From Covestor to DubApp: The Evolution of the Creator Economy in Investing

From Covestor to DubApp: The Evolution of the Creator Economy in Investing

From Covestor to DubApp: The Evolution of the Creator Economy in InvestingLibardo Lambrano
Published on: 16/03/2026

Social investing didn't start with DubApp. In 2011, I was already publishing trades on Covestor. Here's what changed in 15 years — and why it matters for every retail investor today.

Investing
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