The Long View
@HayekAndKeynes
Institutional Investor. Named a top finance account by BI. Featured on WSJ, FT, Bloomberg. Incoherent ramblings about life, markets, and politics.
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I think most people are totally missing what's going on. This is my attempt to explain it.
former Abercrombie & Fitch CEO ran a gay version of P Diddy’s baby oil parties justice.gov/usao-edny/pr/f…
Do any of you guys follow the BDC space at all? Only corner of the credit market that’s dislocated (off about 10%). Some junk funds but mostly boring senior debt.
The fact that we are hotly debating subsidies for something called the Affordable Care Act should let you know it did not go according to plan…
I don’t get the strong opinions over immigration America is <5% of the world’s population. We clearly have to restrict immigration. That is obvious and no serious person debates it. It is only a matter of magnitude. Once you set a number (many will not actually do that and…
Continuation funds. The latest private equity mirage GP takes their best assets, exits while low balling existing LPs. Then they reset carry (and have no netting risk). Then bring in a second GP to roll up several of these deals to “create liquidity” by making a new private…
Are there any other examples of secondary resellers having a higher market cap than primary manufacturers? Carvana vs Ford or GM is a sight to behold. Carvana has double the market cap and 1/10 the sales of Ford.
In case you were wondering, she has $3tn of EV coming from Mars 😂😂😂
In collaboration with Mach33, ARKInvest open-sourced its #SpaceX model, the only open-source model in the market, if I am not mistaken, which should help put into perspective the massive opportunities, even before solar-powered data centers, in space.
I’ve always thought politics was about race and rural versus urban differences but a lot of it is really about home ownership.
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