Independent thinking for complex markets and current events
“Morgan Stanley caps withdrawals at private credit fund after rising pullout requests." Reuters reports Morgan Stanley’s $7B private credit fund is getting slammed with withdrawal requests again. byu/Boo_Randy_Revival ineconomy The private credit industry is facing a problem that only shows up when investors want their money back. Liquidity. Morgan Stanley has once again restricted withdrawals …
🚨 Computer Equipment Investment hits 1.2% of GDP More than the dot-com bubble. pic.twitter.com/bfLTLL04zt — Hedgeye (@Hedgeye) May 2, 2026 every time 'smart money exits tech' makes a headline, it means they already bought the next thing and need you to sell this one — Peaceful Warrior (@RanjYousif) May 3, 2026 Hedge funds are rushing …
The Silent Banking Crisis: Understanding the $482 Billion Time Bomb U.S. banks are currently sitting on $482 billion in unrealized losses on their investment securities primarily long-dated Treasuries and mortgage-backed securities bought during the 0% interest rate era. This figure has jumped 33% in just the last quarter, making it the worst paper loss environment …
Investors are rushing into Bitcoin: US-listed Bitcoin ETFs recorded $936 million in net inflows on Tuesday, the third-highest this year. In just 3 days, investors poured into Bitcoin ETFs a whopping $1.4 billion. Since the April 7 low, Bitcoin prices have surged over 25% and… pic.twitter.com/TCHbvJ88i4 — The Kobeissi Letter (@KobeissiLetter) April 26, 2025
Capital is rushing to the sidelines: In March, hedge funds conducted their most aggressive selling of world stocks since 2013, according to Goldman Sachs data. Not even the 2020 pandemic saw such a sharp exposure reduction in global equities. This was particularly driven by… pic.twitter.com/6t3dsIPsh0 — The Kobeissi Letter (@KobeissiLetter) April 14, 2025 Warren Buffett …
Billionaire investor Leon Cooperman on Trump’s policy and the markets: “You can’t fix 30 years of economic mismanagement overnight. He’s taking the right steps, but he’s moving too fast.” He also added: The bottom for the stock market isn’t in yet—sell into strength. The long… pic.twitter.com/CONDSUCR3U — Wall St Engine (@wallstengine) April 7, 2025 BILLIONAIRE …
– These jobs have 6 figure salaries – Some pay as high as $310,000 PER YEAR – 303 of these roles were posted within 10 days of Trump’s election victory (not a coincidence) – Roughly $160 million in new salaries per year for these new DEI hires paid for by taxpayers – Roles include equity …
This week, we learned: • The United States plans to issue a bond backed by profits from frozen Russian assets. • Russia has seized €700 million of assets from three Western banks. • Russia and Iran are collaborating on creating a single BRICS currency. • Putin and Xi… pic.twitter.com/LqrXx9VMXv — Gold Telegraph ⚡ (@GoldTelegraph_) May …
Article says the higher insurance premiums are to blame, but is the main driver actually the cost of living is skyrocketing? “The number of “motivated sellers” in Florida has grown in the past two weeks, as more homeowners are trying to offload their properties quickly amidst a worsening of the state’s insurance crisis. As of …