Public Market Volatility Exposes A Quiet Power Shift Toward Private Capital In 2025

Apr 30, 2025 | Markets, Private Markets, Recommended

The convergence of U.S. tariff policies, algorithmic trading, and geopolitical recalibrations is generating unprecedented volatility in public markets, compelling institutional investors to rethink traditional allocation strategies. The CBOE Volatility Index (VIX) has...

‘Sell in May’ Threatens to Upend the S&P 500’s Rebound

Apr 30, 2025 | Markets

One of the best-known market trends is backed by decades of historical performance.  Five things you need to know Another blizzard of earnings will arrive today, with Microsoft and Meta in the spotlight. Tech was under pressure, with Super Micro Computer slumping 15%...

Mondelez Says Wary US Shoppers Are Cutting Back on Snacks

Apr 29, 2025 | Markets

Mondelez International Inc. posted slower-than-expected sales growth as worries about inflation and the economy push US consumers to prioritize essentials over cookies, crackers and sweets. The owner of the Oreo, Ritz and Cadbury brands said organic revenue, which...

US Consumer Confidence Keeps Falling on Trump’s Trade War

Apr 29, 2025 | Markets

As President Donald Trump notches the first 100 days of his second presidency, the general assessment on Tuesday of the 78-year-old Republican’s performance for consumers, companies, the economy and workers was less than celebratory. US consumer confidence fell to an...

Tomasz Tunguz: Secondaries as the new IPO is no passing fad—it’s a VC evolution

Apr 29, 2025 | Markets, Private Markets, Recommended

Tomasz Tunguz is the founder and general manager of Theory Ventures. He served as managing partner at Redpoint Ventures for 14 years. As venture capital has matured, growing 5x over the last 12 years to $350 billion, the scale of private holdings has never been...

Consumer confidence plunges for fifth straight month as jobs, inflation fears rise on Trump trade policy

Apr 29, 2025 | Markets

Consumer confidence fell for the fifth straight month in April, dropping to its lowest level since the early days of the COVID-19 pandemic as uncertainty surrounding President Trump’s trade policy pushed inflation expectations higher and weighed on the labor outlook....