Wrong Way CalPERS Increased Private Equity Allocation by Over 50% as Investors Are Dumping Holdings
The Financial Times reports that private equity investors are running for the exits as CalPERS plans to pile on.
Read more...The Financial Times reports that private equity investors are running for the exits as CalPERS plans to pile on.
Read more...A venture capital washout is underway. Pass the popcorn.
Read more...There is no “housing shortage,” with over 9 months’ supply of unsold houses, the most since the Housing Bust. But prices are still too high.
Read more...Yet more reasons why CalPERS needs to kick its private equity bad habit.
Read more...The increase in interest rates is finally denting mortgage and housing activity of all sorts.
Read more...In most US markets, there are more homes waiting to be sold than last year, How long will it take for overhang to lead to lower prices?
Read more...The housing market is starting to unravel at the lower end, with new home purchases taking the biggest hit.
Read more...Mr. Market had a meltdown because retailers were unable to pass on all their cost increases. What’s a capitalist to do?
Read more...Why the use of options may be the risk bomb that blows a big hole in our financial system.
Read more...A comment on the Securities and Exchange Commission’s proposed rule “Share Repurchase Disclosure Modernization”, aka stock buybacks.
Read more...A short hisory of stagflation and why it’s a pressing risk now.
Read more...Yet another Biden hypocrisy: refusing to curb stock buybacks when he flagged it as an abuse when he was Vice President.
Read more...Private equity has been a big winner thanks to a long-term trend of falling interest rates. What happens in a less favorable environment?
Read more...Pfizer and Moderna stocks have tanked over liabilty worries. The case made by vocal critic Edward Dowd.
Read more...Is the housing market about to hit a tipping point?
Read more...