Private equity, public markets, and infrastructure investors are placing new values on data center platforms, power assets, and future AI capacity.
Insider knowledge is well positioned to capitalize on bullish trendlines. Froth is a sign of market confidence. IPOs and private sales know how to take some cash off the table. Do you think it's just a prudent rebalance, or a greater fool event?
Prudent rebalance. Private equity needs to deploy and return capital with a set timeline of 10 years.
Terrifying. Must short more PE. It’s working but I am not big enough
Thanks for putting this together. It saved me a lot of time catching up on the week's news.
Insider knowledge is well positioned to capitalize on bullish trendlines. Froth is a sign of market confidence. IPOs and private sales know how to take some cash off the table. Do you think it's just a prudent rebalance, or a greater fool event?
Prudent rebalance. Private equity needs to deploy and return capital with a set timeline of 10 years.
Terrifying. Must short more PE. It’s working but I am not big enough
Thanks for putting this together. It saved me a lot of time catching up on the week's news.