Private Equity Shares Tank Based on Trump Tariffs; Private Equity and Credit Crises Coming?
How the Trump tariffs will whack private equity, and even more so, investors like CalPERS and other public pension funds.
Read more...Category Archives: Private equity
The Price of Monopoly and Oligopoly Power: Why Rising Markups Hurt Innovation and Widen Inequality
More evidence of the cost of monopoly and oligopoly power.
Read more...As US Markets Look a Bit Wobbly, the Press Looks for the Next Crisis in the Rear View Mirror
The Wall Street Journal worried about the giddy mood at the annual structured industry conference. But is where to look for the next crisis?
Read more...Checking In on the Democrats’ Search for the “Good Billionaires”
What role is elite reconciliation under Trump playing in the Democrats’ silence on the looting of country? And in the meantime, where shall the rest of us turn?
Read more...After We Amplified Warnings of Wildly Overvalued Unicorns, They Crash and Burn
Is Trump Serious About Trying to Close the Private Equity Carried Interest Loophole?
Trump wants to revive his 2017 plan to curb a private equity tax abuse, the so-called carried interest loophole. Is he likely to succeed now?
Read more...What Will A Trump-Aligned EU Look Like?
The gangster state’s bust out of Europe is set to accelerate as the EU center embraces its true nature.
Read more...“In 2025, States Will Flip the Script on Taxes to Make the Wealthy Pay Their Fair Share”
State-level activists have been building coalitions to implement higher and more extensive taxes on the wealthy. What are their prospects?
Read more...Elite College Money Woes: Wall Street Journal Notes but Underplays the Level of Negligence
A new story on the financial tsuris at even the most elite universities underplays how they’ve made poor investment choices for many years.
Read more...Will Trump Take On the Housing Cartels?
The DOJ case against RealPage for orchestrating a rental housing price-fixing cartel will tell us a lot about the economic direction of Trump 2.0.
Read more...Could Chinese Control Over Strategic Minerals Coupled with US Corruption Cripple the Sputtering US War Machine?
China tightens its grip on materials necessary for US military and its proxies as Washington turns to those who squandered American advantages to fix the problem — or profit from it.
Read more...Why Does the EU Want to Become More Like the US?
Bloc elite aim to double down on anti-labor, pro-market policies under the guise of competitiveness and productivity in order to compete with China.
Read more...The Economics of Medicine: Personal Reflections
More examples of how medicine, at least as practiced in the US, is going off the rails.
Read more...Why America Is Buying up the Premier League – And What It Means for the Future of ‘Soccer’
If Texas-based Friedkin Group’s recent deal to buy Everton goes through, 11 of the 20 Premier League clubs will be controlled or part-owned by American investors.
Read more...Private Equity Pummeled by Higher Interest Rates as Portfolio Companies and Credit Funds Struggle; Use of PIK Loans Now Recalls Late 1980s LBO Crisis
More and more private equity and private credit deals are looking over-extended. How bad might things get?
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