Broken Moats on X
MetLife, Lincoln and regional banks including Western Alliance face interconnected private-credit exposure, with scrutiny of loan credit ratings.
NYSE
Western Alliance Bancorporation
WAL
2 articles
$8.6B Market cap · 2026-08-25
Broken Moats on X
Little perplexed you get more negative redemption stories around private credit, and the market only sells off the the the pure play PE companies. First derivatives are up? $MFC $FG $MET $WAL all have sizable exposure to the same asset class.....
