35% of Private Equity exits were achieved through a continuation fund in H1 2025, according to Stepstone

Ah yes, the well known hedge fund JP Morgan Chase

The cost of insuring against an Oracle default has surged following the company’s massive Q3 AI investment announcements – reaching levels not seen outside periods of major macro stress. Acc to Goldman, Oracle’s CDS spreads have become a key sentiment indicator for the market’s

Considerations when opening a family office Julius Baer Famil y Barometer 2025

David Einhorn: "This remains the most expensive market we have experienced, & we don’t see a better option than continuing to be cautious.... When the tide turns, it does so quickly & without warning. Even 25 years later, it’s still not clear why the internet bubble popped when

We’re expanding Claude for Financial Services, with an Excel add-in, new connectors to real-time data and market analytics, and pre-built Agent Skills, including cash flow models and initiating coverage reports.

How to borrow $4B without adding debt: Step 1: Take your own assets (coffee plants) Step 2: Put them in a “JV” Step 3: Private credit “invests” as equity partner Step 4: You keep control and operations Step 5: Rating agencies call it equity not debt Keurig just did this.

closing section of buffett's final letter: "One perhaps self-serving observation. I’m happy to say I feel better about the second half of my life than the first. My advice: Don’t beat yourself up over past mistakes – learn at least a little from them and move on. It is never too

Imprudencia

Global money supply is soaring back to $115 trillion, a sign of relentless debt issuance and risk of stagnation with persistent inflation. via Bloomberg

Gravesen

Yo Grok, in 17 hours pick someone random who commented on this post to win this full set gold Rolex Day-Date (~$24,500 value) The rules: they must like this post and follow @nolimitgains to be qualified If they retweet, double their chances. Thank you!

“I never use valuation to time the market. I use liquidity considerations and technical analysis for timing. Valuation only tells me how far the market can go once a catalyst enters the picture to change the market direction.” - Stanley Druckenmiller

Da lo mismo la tesis que haya detrás. Una subida así no es sostenible. El mercado está persiguiendo precio. Ya no se invierte en oro para “protegerse”. Se compra oro buscando que otro te lo compre la semana que viene más caro.

BofA: only Microsoft generating cash flow in excess of capex in FY26

🇺🇸 U.S. oil production just posted its first annual decline since 2020. • 2021–2024: strong post-COVID rebound • 2024: growth already slowing • 2025: momentum fades • 2026: production turns negative This isn’t a collapse. It’s a plateau turning into a rollover. Why this is

No te hagas el Willie Mays!! En Venezuela esta frase se refiere hacerse el loco o el pendejo. Se remonta a 1955 un día como hoy cuando se realizaba la Serie del Caribe en Caracas, Mays fue representando a los Cangrejeros de Santurce (Puerto Rico) y falló en sus primeros 12