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Perhaps the holiday felt a little different without Joey Chestnut being crowned hot dog eating champion down in Coney Island, but then there are few things about this year that don’t feel normal. Particularly in private credit.

For as the last of the burgers are fed to the dog and the smoke of the fireworks dissipates, the time is a good one to look back at the first half of the year and what guidance it can give to our expectations for the second half.