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Saks Global's Fire Sale: The Luxury Retail Bankruptcy That Could Kill the Business It Saves

The Saks Global bankruptcy is a predictable outcome of a financial engineering exercise that prioritised deal completion over commercial logic. The combination of Saks Fifth Avenue and Neiman Marcus, two luxury department stores with overlapping customer bases and competing real estate portfolios, was financed …

Nitish Kishor | 20 May 2026

Dollar Stores on a Tear: But Gas Prices Could Spoil the Party

Dollar stores have been among the most successful retail format innovations of the past two decades, building market share by offering extreme convenience through ubiquitous small-format stores that bring basic consumer goods within a short drive or walk of millions of American households. Dollar …

Nitish Kishor | 20 May 2026

European Gas TTF Strengthens as Gulf Risks Keep the LNG Market Tight

European gas markets depend on LNG imports to supplement pipeline supplies that have been reduced since the Russia-Ukraine conflict restructured the continent's energy supply chains. The Qatar production outage, combined with the general Hormuz disruption affecting LNG carrier routing and availability, has reduced theVolumeof …

Nitish Kishor | 20 May 2026

Inside Blue Owl Liquidity Playbook: When PE Managers Need Creative Solutions More Than Dry Powder

The liquidity problem that Blue Owl Capital (NYSE:OWL) suite of solutions addresses has been building for several years. The PE vintage years of 2020 to 2022, when enormous capital was raised at peak valuations and deployed intoAssetsthat now face extended hold periods due to …

Nitish Kishor | 20 May 2026