Almost Every Bet Traders Made on Trump in 2025 Has Gone Awry
Five things you need to know US Treasury Secretary Scott Bessent said he favors a strong dollar and has no plans to alter the government’s debt-issuance plans. Check out the full story from his interview with Bloomberg Television. Investors are focusing on the monthly...
Family Offices Ramp Up Risk-Taking From $1,500 Sneakers to Glass Bottles
Joe Tsai’s Blue Pool bought into Italian firm that pulled IPO Brazil’s Moreira Salles family is exploring a bid for Verallia Just weeks into the new year, family offices from Hong Kong to Brazil to New York are demonstrating the growing financial might of investing...
Your Arabica Coffee Will Get Even Pricier as Beans Soar to Record $4 a Pound
Price hike has hurt demand in both major and emerging markets Top-grower Brazil is suffering after a prolonged drought Arabica coffee topped $4 per pound in New York for the first time, as concerns over tight global supplies fuel a dizzying rally that’s doubled prices...
Alphabet Tumbles as Cloud Growth Slows, Missing Estimates
Company boosts capex to $75 billion, lifting Broadcom shares Search advertising sales still show dominance despite threats Google parent Alphabet Inc.’s shares dropped after slower growth in its cloud business contributed to lower-than-expected revenue in the fourth...
Apollo Plans to Build the First Marketplace for Private Credit
Apollo Global Management Inc. is seeking to build a marketplace that would allow investors to buy and sell high-grade private assets more easily, while encroaching further into terrain once dominated by the biggest Wall Street firms. The alternative asset manager is...
Magnificent Seven’s Slowing Growth Threatens S&P 500 Rally
Last week, DeepSeek’s emergence as an AI threat wiped half a trillion dollars of value off Nvidia Corp. Last night, Alphabet Inc.’s disappointing earnings sparked questions about its capital expenditures and put its stock on pace for the worst drop in more than a...
How Elon Musk’s DOGE Is Reshaping the US Government
Of the many changes President Donald Trump has introduced since returning to the Oval Office, few have brought as much intrigue as the Department of Government Efficiency. DOGE was conceived by Trump and his billionaire benefactor, Elon Musk, to slash the size of the...
Mike Green: Passive investing is approaching dangerous levels
The rise of passive investing has increased stock market concentration because the biggest stocks have the lowest liquidity relative to their size This has caused market cap-weighted strategies to outperform, attracting more inflows, driving even more extreme...
Kolanovic Returns With Prediction for An S&P 500 Downturn
Ex-JPMorgan chief strategist sees bevy of risks for stocks ‘Some probability’ of benchmark going lower into the 4,000s A lot has happened since news of Marko Kolanovic’s abrupt exit from JPMorgan Chase & Co. last summer sent shockwaves across Wall Street....
Drone Defense Startup Raises $100 Million From DFJ, Lockheed
Hidden Level won a 10-year contract with the US Army last year Startup part of growing number of defense firms raising cash Investors including Lockheed Martin Ventures and DFJ Growth have backed a drone defense company called Hidden Level Inc., the latest national...
Musk Says DOGE Halting Treasury Payments to US Contractors
Musk Calls USAID ‘a criminal organization’ that should ‘die’ Billionaire expanding his reach across government spending Elon Musk said his “DOGE team” of government efficiency enforcers is shutting down some payments to federal contractors, suggesting that the world’s...
DeepSeek Will Hardly Dent Magnificent Seven Stocks, Survey Shows
Most respondents are maintaining their stock exposure Trump policies will likely drive equity volatility, they said DeepSeek’s emergence roiled markets earlier this week, but investors see limited scope for the Chinese artificial intelligence startup to dent the...
Blackstone Sees Trillions From Rich Flowing to Private Markets
Investment firms are targeting wealthy clients to fuel growth The firm’s BXPE has raised $8.5 billion since its launch Private markets are set to see trillions of dollars of inflows as wealthy individuals gain greater access to an industry once dominated by...
Can Private Markets Be the Alternative to Lofty Public Market Valuations?
https://savechangeworld.com/wp-content/uploads/2025/02/Apollo-Global-Private-Markets-Alternative-Lofty-Valuations.pdfWritten by: Alexander Wright @ApolloThe post "Can Private Markets Be the Alternative to Lofty Public Market Valuations?" first appeared...
