P.E. Yew…
Last year in Anatomy of a Private Equity Train Smash we made a bold call – that private equity would be the worst asset class of the next 10 years. Today we build on that view with the 2024 year-end data plus new insights on the state pension fund industry from Equable. But it’s not all bad…
Vests In Distress!!!
It’s said that markets don’t usually crash from equity bros doing really stupid things, but they usually crash from debt bros doing really stupid things. With that in mind, we should probably talk a bit about PE, especially as the charts are starting to break. And the same can be said of large BDCs who…
An Important Gloom and Doom PSA….
It’s said that there’s no such thing as a quadruple bottom in finance. That’s terrifying as TLT (yeah, we know only retail track it…) looks to be teasing a 4th bottom. We’re increasingly of the view that TLT fails. When that happens, we really don’t know WTF happens. Just think about all the things that…
Just Don’t Yell Fire…
We thought it would be a good idea to bring in some thoughts from our fellow KEDM’ers. First up on our list is Erik over at YWR (we subscribe and urge you too as well). You may remember Erik from our Project Zimbabwe Happy Hour back in 2023. Erik is an ex-Passport Capital (John Burbank)…
July 14, 2024, Vol. 184
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