#privateequity

[bitchesgetriches]

This is how capitalism works.

Learn more at Inside the Cartoonishly Evil World of Private Equity.

[azspot]

We’re living in an age of oligarchy and resurgent mercantilism, aren’t we? You have the concentration of wealth in a form that is completely opposed to democracy and social progress, and you also have resurgent types of collusion between the state and businessmen, or ‘favoured merchants’, as Adam Smith would have called them, and a willingness on the part of, particularly the American government, to use state power in order to redirect public wealth and resources towards this group of favoured merchants. One of the things I thought was really interesting was the second Trump administration’s decision to allow private equity access to 401(k) accounts, which are retirement saver accounts in the US. This is presented as a means of ‘democratising’ this asset class, but it looks more like a case of using state power to enrich a small class of businessmen. What we’re seeing now is a very explicit willingness to use the power of the government to make markets work for a very small group of ultra-wealthy, politically connected beneficiaries.

Hettie O’Brien

[ennovance]

𝐂𝐡𝐢𝐧𝐚’𝐬 𝟐𝟎𝟐𝟔 𝐦𝐚𝐜𝐫𝐨 = 𝐬𝐮𝐩𝐩𝐥𝐲 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐯𝐬. 𝐝𝐞𝐦𝐚𝐧𝐝 𝐝𝐞𝐜𝐚𝐲 𝐢𝐧 𝐢𝐭𝐬 𝐩𝐮𝐫𝐞𝐬𝐭 𝐟𝐨𝐫𝐦.

IP grinding at 4.5% YoY, but the demand side is unraveling: FAI -10.7%, infra -10.8%, property investment -24.9%, real retail <0%. The construction spine is still broken, new starts & sales in deep contraction, and excavator utilization hours sliding despite headline +30% YoY domestic sales (base effects). Exports tell the truth: -34% YoY.

China keeps “building” but not absorbing, the 𝑒𝑚𝑝𝑡𝑦‑𝑐𝑖𝑡𝑦 𝑒𝑞𝑢𝑖𝑙𝑖𝑏𝑟𝑖𝑢𝑚 𝑝𝑒𝑟𝑠𝑖𝑠𝑡𝑠. The gap between production (~5% YoY) and domestic demand (flat-to-negative) is now structural, and policy remains muted.

Dumping into the EU and routing goods into the U.S. via “mule” countries remains increasingly tricky as scrutiny tightens and trade partners push back on surplus absorption.

https://x.com/mohossain/status/2066906947220025722?s=46

[jeffhirsch]

Private Equity Strategies That Work On Wall Street

Hedge manager Dan Rasmussen, Partner at Verdad Advisers on my latest WealthWise episode on Biz Talk Today TV (BTT) CrossCheck Media Inc. Dan’s Market Outlook, International Value & "Fool’s Yield" Strategy

We dissect the current market landscape and forward-looking strategy. Explore the implications of a mid-year rally and a likely Q3 pullback driven by geopolitical trade concerns and NASDAQ’s recent MACD sell signal. Highlight historically weak seasonal periods while preparing for possible October buying opportunities. Dan shares his evolution from journalism to investment, his shift in private equity into growth-focused strategies, and the headwinds small‑cap markets face—especially declines in U.S. listings versus undervalued international markets, including Japan and Europe. He introduces innovative tools like Mahalanobis distance for macro evaluation, critiques the Efficient Market Hypothesis, and coins the concept of "fool's yield"—where high fixed-income yields may flag unacceptable default risk. Why elevated AI costs are pressuring big‑tech margins and discuss Verdad's investment emphasis on international value, leveraging quantitative and fundamental approaches across Europe and Japan.

[glacialmartyrlycanthrope]

philippe laffont

philippe laffont

💼 1. Championing Private-to-Public Shift

Philippe emphasized at a recent podcast that many large private companies should consider going public, highlighting benefits like increased transparency and broader wealth creation opportunities

[fotumex]

Fortumex (fortumexbusiness) - Profile | Pinterest

Fortumex | “How to Get Client for Your Business AND Increase Your Profit, Scalability, and Braning...” Reach, Impact, and Influence to clien

[jasonchi]

Reading List 02/09/2020

CollegeHumor Helped Shape Online Comedy. What Went Wrong https://www.wired.com/story/collegehumor/

How Private Equity Ruined New York’s Favorite Grocery Store https://www.bloomberg.com/opinion/articles/2020-01-23/fairway-was-mismanaged-and-looted-by-private-equity

Goshen College didn't want her coaching because she's gay. Now she's in the Super Bowl                    https://www.indystar.com/story/sports/nfl/colts/2020/01/28/katie-sowers-49-ers-coach-rejected-coaching-role-indiana-college/4597571002/

The Pitfalls And The Potential Of The New Minimalism  https://www.newyorker.com/magazine/2020/02/03/the-pitfalls-and-the-potential-of-the-new-minimalism

Wuhan’s signature noodles become a symbol of solidarity amid the coronavirus outbreak  https://www.washingtonpost.com/news/voraciously/wp/2020/02/06/wuhans-signature-noodles-become-a-symbol-of-solidarity-amid-the-coronavirus-outbreak/

[beefent-blog]

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