This is the first week where KEDM gets published under new ownership. As mentioned before, from the community/user perspective it...

We are going to keep this pretty short as we are currently boarding a plane in Dubai for Hong Kong. ...

Last year in Anatomy of a Private Equity Train Smash we made a bold call – that private equity would be the...

Two months back, we were at a family wedding, and ran into some uncles, cousins and other assorted relatives that...

It’s said that markets don’t usually crash from equity bros doing really stupid things, but they usually crash from debt...

Turning to the markets, as traders, we recognize that sometimes there’s a whole lot to do, and sometimes the best...

We just got off the plane from a VERY long couple of weeks of client meetings plus the Pareto Offshore...

As the market is focused on ORCL’s *not fake* RPO numbers, we continue to hunt for themes outside of the...