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Private Equity & Private Credit: The Doomed Darlings Of Wall Street Wall Street Losing Appetite For Gold – Smart Investors Buying Watch Dow/Gold Ratio For Best Timing “I am bullish. And as agnostics in the markets, we can be bullish on just about anything. It’s just a question of what the value equation is, what […]
[Reuters] Asia shares mixed, oil advances on US-Iran deadlock
[Yahoo/Bloomberg] Oil Rises Fifth Day as Iran Talks Impasse Adds to Uncertainty
[Yahoo/Reuters] China's DeepSeek returns with new model, a year after viral rise
[Bloomberg] Wheat at Highest Since 2024 as Drought Stokes Food Inflation
[Bloomberg] Japan Consumer Inflation Picks Up as Mideast War Fuels Energy Costs
[Bloomberg] Chinese Satellites Over Mideast Battlefield Put U.S. on Edge
[NYT] Iran War Has Drained U.S. Supplies of Critical, Costly Weapons
[NYT] War and Sanctions Accelerate China’s Currency Push
[WSJ] Oracle’s Deluge of AI Debt Pushes Wall Street to the Limit
[WSJ] The Arbitrage Trade That’s Making Private-Credit Withdrawals Worse
[FT] Tett: Under Warsh, the Fed could embrace Bessent’s geoeconomic agenda
[FT] The limits on Scott Bessent’s Treasury swap lines for allies

Private Equity & Private Credit: The Doomed Darlings Of Wall Street Wall Street Losing Appetite For Gold – Smart Investors Buying Watch Dow/Gold Ratio For Best Timing “I am bullish. And as agnostics in the markets, we can be bullish on just about anything. It’s just a question of what the value equation is, what […]
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