Independent thinking for complex markets and current events
The private equity complex is in the midst of a pretty nasty crash Current drawdowns from the highs: Carlyle -25%Apollo -39%Ares -42%Blackstone -43%KKR -44%Blue Owl -61% pic.twitter.com/MAlfqClMNw — Ben Carlson (@awealthofcs) March 4, 2026 Per Grok: Drawdown here means the % decline in these public firms’ stock prices from their all-time highs (Nov 2024) to …
$VIX there will be news And VIX will see 28 Something nasty is coming 🩸$SPY $QQQ — 👁 (@Oculustrade) October 16, 2025 Premarket futures are up and trading green, but with the $VIX still above 20, this rally can’t be fully trusted. Our OptionEdge AI's Quant indicators have flipped to Neutral from Buy on $SPY, …
Only Trump could hijack a diplomatic photo op to body a sitting mayor. 🚨 LMAO! President Trump just threw MASSIVE shade at Mayor of London Sadiq Khan while sitting next to the UK Prime Minister ONLY Trump 🤣 "I'm not a fan of your mayor. I think he's done a TERRIBLE job, the mayor of …
By Graham Summers, MBA Ever since the U.S. abandoned the Gold Standard in 1971, U.S. debt, also called Treasuries have become the bedrock of our financial system. Put in the very simplest of terms, Treasuries are the senior most asset class, with their yields representing the “risk free” rate of return against which all risk …
Bond Investors Say a “Nasty” Recession in the U.S. Is Inevitable According to some of the world’s biggest bond managers from Fidelity International to Allianz Global Investors, the United States is heading for a recession. They’re sticking to their forecasts for a downturn that is “inevitable” and advise hedging any bets on risk assets. “Something …
