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🚨🚨PRIVATE EQUITY COCKROACH COLLAPSE 🪳 🪳 Private Equity domino's are falling. We are witnessing the everything bubble. Everywhere you look there is Financial carnage. The problem is the counterparty risk. It's all connected it can cause a mass default event. Private Equity firms like BlackRock, Blackstone, Apollo and many... show more

Stephanie 🇬🇧🇺🇸🦍

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📣📣PRIVATE EQUITY CONTAGION HITTING HEDGE FUNDS LIQUIDITY DRYING UP‼️ At the beginning of the year we saw the Private Equity firms like BlackRock, Apollo Global, and Blue Owl start to experience massive amounts of redemption requests. Now it is starting in Hedge Funds. King Street Capital Management is now experiencing the same thing. Large amounts of clients wanting their money back. WHERE IS THE LIQUIDITY FAIRY 🧚‍♀️

📣📣PRIVATE EQUITY CONTAGION HITTING HEDGE FUNDS LIQUIDITY DRYING UP‼️ At the beginning of the year we saw the Private Equity firms like BlackRock, Apollo Global, and Blue Owl start to experience massive amounts of redemption requests. Now it is starting in Hedge Funds. King Street Capital Management is now experiencing the same thing. Large amounts of clients wanting their money back. WHERE IS THE LIQUIDITY FAIRY 🧚‍♀️

Stephanie

11,853 Aufrufe • vor 20 Tagen

🚨🚨PRIVATE EQUITY TICKING TIME ⏰️⏰️💣💣 These Banks and Hedge Funds always find an alternative when one loophole is closed. Private Equity is a ticking time ⏰️💣 It is an opaque, unregulated hotbed of Corruption. Highly over leveraged systemic risk to the system. Your Bank, Pension, Savings, Insurance and business are all tied up in this collapse waiting to happen. RISK IS AT AN ALL TIME HIGH

🚨🚨PRIVATE EQUITY TICKING TIME ⏰️⏰️💣💣 These Banks and Hedge Funds always find an alternative when one loophole is closed. Private Equity is a ticking time ⏰️💣 It is an opaque, unregulated hotbed of Corruption. Highly over leveraged systemic risk to the system. Your Bank, Pension, Savings, Insurance and business are all tied up in this collapse waiting to happen. RISK IS AT AN ALL TIME HIGH

Stephanie 🇬🇧🇺🇸🦍

25,438 Aufrufe • vor 5 Monaten

A couple of Citi analysts framed the whole issue perfectly. What if the retail investors fleeing these funds are selling at the very top, and the BDC holder everyone called dumb money is actually the smartest in the room? Their warning was blunt. The calm is deceptive. The next wave of stress will not be gradual. It will be sudden. Non-linear. That is the point. The surface looks fine. Decent NAVs. Confident managers. Underneath, it is a mess. And the mess is spreading. Now the big one. Switzerland's Partners Group. And this is private equity, not private credit. That is the escalation. The contagion is jumping lanes. And it is not just a US problem. It is global. Partners Group just capped withdrawals at its 8.6 billion dollar private equity fund. Redemption requests hit nearly 10% in a single quarter. The cap is 5%. Same move the credit funds are already making. These evergreen funds were sold as flexible private equity. Own private companies, skip the ten-year lockup, redeem when you want. Except you cannot. The assets are not liquid. So when requests are 10% and the limit is 5%, the message is simple. Everyone wants out at once, and the door is too small. This is not Partners Group collapsing. It is the liquidity illusion jumping from credit to equity. And that changes everything. This was never a few investors misreading Blue Owl. It is a full reassessment of private markets. Illiquid assets. Delayed marks. High rates. Dead deals. Locked gates. Investors are looking at all of it and saying the same thing. I want out.

A couple of Citi analysts framed the whole issue perfectly. What if the retail investors fleeing these funds are selling at the very top, and the BDC holder everyone called dumb money is actually the smartest in the room? Their warning was blunt. The calm is deceptive. The next wave of stress will not be gradual. It will be sudden. Non-linear. That is the point. The surface looks fine. Decent NAVs. Confident managers. Underneath, it is a mess. And the mess is spreading. Now the big one. Switzerland's Partners Group. And this is private equity, not private credit. That is the escalation. The contagion is jumping lanes. And it is not just a US problem. It is global. Partners Group just capped withdrawals at its 8.6 billion dollar private equity fund. Redemption requests hit nearly 10% in a single quarter. The cap is 5%. Same move the credit funds are already making. These evergreen funds were sold as flexible private equity. Own private companies, skip the ten-year lockup, redeem when you want. Except you cannot. The assets are not liquid. So when requests are 10% and the limit is 5%, the message is simple. Everyone wants out at once, and the door is too small. This is not Partners Group collapsing. It is the liquidity illusion jumping from credit to equity. And that changes everything. This was never a few investors misreading Blue Owl. It is a full reassessment of private markets. Illiquid assets. Delayed marks. High rates. Dead deals. Locked gates. Investors are looking at all of it and saying the same thing. I want out.

Jeffrey P. Snider

22,209 Aufrufe • vor 1 Monat

Business owner raised huge amounts of money from private equity firms He then bought dozens of hospitals and bankrupted them. Many are now closed He and his partners walked away with millions. He bought a $40 million dollar yacht Private equity firms are destroying America “The weird thing is, even though the hospital chain collapsed, a lot of people at the top still walked away with enormous amounts of money. You're supposed to get a big payout like that when you succeed, not when you fail.”

Business owner raised huge amounts of money from private equity firms He then bought dozens of hospitals and bankrupted them. Many are now closed He and his partners walked away with millions. He bought a $40 million dollar yacht Private equity firms are destroying America “The weird thing is, even though the hospital chain collapsed, a lot of people at the top still walked away with enormous amounts of money. You're supposed to get a big payout like that when you succeed, not when you fail.”

Wall Street Apes

131,778 Aufrufe • vor 5 Monaten

Former BlackRock fund manager Ed Dowd on Larry Fink saying people's pensions will fund AI companies: "it's already happened" "The money's already been used. Your pension funds have already funded this" "Larry Fink is basically telling you what's already happened" "That's what private credit is. Private credit is opaque" "[But] private credit is shut down right now. BlackRock's private credit fund today, [and another] one... they're gating withdrawals" "that's why I'm so negative on the US Economy, because once credit turns, everything turns eventually, [and] eventually everything goes the wrong way" "That comes at the end of an economic boom. So we're already rolling over" "Equity people are always late to the party to figure this out. The fixed-income people are already pulling in their horns" "[But] the insurance companies have a lot of this dreck on their balance sheets. The pension funds own it through private credit funds and private equity" Shannon Joy Edward Dowd

Former BlackRock fund manager Ed Dowd on Larry Fink saying people's pensions will fund AI companies: "it's already happened" "The money's already been used. Your pension funds have already funded this" "Larry Fink is basically telling you what's already happened" "That's what private credit is. Private credit is opaque" "[But] private credit is shut down right now. BlackRock's private credit fund today, [and another] one... they're gating withdrawals" "that's why I'm so negative on the US Economy, because once credit turns, everything turns eventually, [and] eventually everything goes the wrong way" "That comes at the end of an economic boom. So we're already rolling over" "Equity people are always late to the party to figure this out. The fixed-income people are already pulling in their horns" "[But] the insurance companies have a lot of this dreck on their balance sheets. The pension funds own it through private credit funds and private equity" Shannon Joy Edward Dowd

Sense Receptor

67,948 Aufrufe • vor 1 Monat

Our government has to stop private equity firms. They are destroying our lives in America Soon you won’t even be able to own a pet “How many veterinary practices are owned by private equity firms now?” “A third, to a half — Private equity firms target the owners of small, independent “mom and pop” practices. They’re doing the same thing with dentists, HVAC companies, and basically every type of small business across America, buying up large numbers of them. Once they consolidate these practices, they typically raise prices” “Does the quality of care improve as a result?” “No, the care usually gets worse.” This is why vet care has gotten so much more expensive

Our government has to stop private equity firms. They are destroying our lives in America Soon you won’t even be able to own a pet “How many veterinary practices are owned by private equity firms now?” “A third, to a half — Private equity firms target the owners of small, independent “mom and pop” practices. They’re doing the same thing with dentists, HVAC companies, and basically every type of small business across America, buying up large numbers of them. Once they consolidate these practices, they typically raise prices” “Does the quality of care improve as a result?” “No, the care usually gets worse.” This is why vet care has gotten so much more expensive

Wall Street Apes

111,334 Aufrufe • vor 7 Monaten

Private Home Ownership Is At EXTREME RISK In America New Reports Show Economists Have Been Lying To All Of Us About The Rate Financial Firms Have Been Buying Up Single Family Homes They said only 18-23% of homes were being purchased & by 2030 they would own 60% That was a lie, in 2023, private equity firms purchased 44% of all of the single family homes in America, which means death for our middle class Estimates for 2024 private equity firms are again predicted to purchase another 44% of single family homes. “Now America has a lot of problems, but this should be a unifying problem that every single person who is not part of one of those private equity firms cares about, including current homeowners.” “Private equity firms have been buying up all the single family homes. So up until very recently, we didn't actually have the numbers to say just how many homes they've been buying up. And most politicians across the f***** board, Democrat, Republican, whatever, have been saying, well, they're really only buying, like, 18% of single family homes. And then economists chimed in and said that if private equity firms are buying up anywhere from 18 to 20 to 23% of single family homes in this country. That by 2030, they would own 60% of all of the homes in America. Well, we just got the final numbers. Um, in 2023, private equity firms purchased 44% of all of the single family homes in America, which means death for our middle class. Our generation will not be homeowners. They will have us permanently renting from, like, 2 or 3 companies. Now America has a lot of problems, but this should be a unifying problem that every single person who is not part of one of those private equity firms cares about, including current homeowners. They bought 44% of all of the single family homes in America last year, and they are set up to purchase an even higher percentage of them this year. Unless we have major reform, almost all of the single family homes in this country will be owned by these private equity firms in a very, very short amount of time.”

Private Home Ownership Is At EXTREME RISK In America New Reports Show Economists Have Been Lying To All Of Us About The Rate Financial Firms Have Been Buying Up Single Family Homes They said only 18-23% of homes were being purchased & by 2030 they would own 60% That was a lie, in 2023, private equity firms purchased 44% of all of the single family homes in America, which means death for our middle class Estimates for 2024 private equity firms are again predicted to purchase another 44% of single family homes. “Now America has a lot of problems, but this should be a unifying problem that every single person who is not part of one of those private equity firms cares about, including current homeowners.” “Private equity firms have been buying up all the single family homes. So up until very recently, we didn't actually have the numbers to say just how many homes they've been buying up. And most politicians across the f***** board, Democrat, Republican, whatever, have been saying, well, they're really only buying, like, 18% of single family homes. And then economists chimed in and said that if private equity firms are buying up anywhere from 18 to 20 to 23% of single family homes in this country. That by 2030, they would own 60% of all of the homes in America. Well, we just got the final numbers. Um, in 2023, private equity firms purchased 44% of all of the single family homes in America, which means death for our middle class. Our generation will not be homeowners. They will have us permanently renting from, like, 2 or 3 companies. Now America has a lot of problems, but this should be a unifying problem that every single person who is not part of one of those private equity firms cares about, including current homeowners. They bought 44% of all of the single family homes in America last year, and they are set up to purchase an even higher percentage of them this year. Unless we have major reform, almost all of the single family homes in this country will be owned by these private equity firms in a very, very short amount of time.”

Wall Street Apes

1,652,543 Aufrufe • vor 2 Jahren

"Constipated." That is the word now being used for the private credit market. And it is exactly what this looks like. The private credit story is changing. For months it was framed as a liquidity problem. Investors trying to pull their money out. That is still a huge problem. BlackRock just had a couple of funds suffering big runs. But there is a bigger one. It is no longer just the investors who want out. It is the investors outside who no longer want in. And that is the much bigger story. Because the private credit boom was built on flows. Constant inflows from wealth managers, pensions, insurance companies, and the general public. That is how big it got. The machine has to keep moving. Money comes in. Loans get made. Funds grow. Redemptions get handled. Managers collect their fees. Everyone pretends it is calm because the marks are smooth and the exits are limited. Now the machine is reversing. Reuters reported US direct lending issuance in the three months ending May was down roughly 40% from the first quarter. Issuance to private-equity-backed borrowers dropped nearly 37%. Volume tied to leveraged buyouts fell about 34%. So this is no longer just a redemption story. The exits are clogged. New money is hesitant. Sellers will not cut prices, and buyers will not pay yesterday's valuations. Credit funds are handling redemptions. Leveraged loans are showing strain. And publicly traded BDCs are not rebounding, even as the broader market soars. So the question is no longer whether investors are still withdrawing. They are, and it is accelerating. It is not about the people inside who want out. It is about the people outside who no longer want in. That is the bigger problem. It pushes us deeper into stage two, and the odds of stage three go up from here.

"Constipated." That is the word now being used for the private credit market. And it is exactly what this looks like. The private credit story is changing. For months it was framed as a liquidity problem. Investors trying to pull their money out. That is still a huge problem. BlackRock just had a couple of funds suffering big runs. But there is a bigger one. It is no longer just the investors who want out. It is the investors outside who no longer want in. And that is the much bigger story. Because the private credit boom was built on flows. Constant inflows from wealth managers, pensions, insurance companies, and the general public. That is how big it got. The machine has to keep moving. Money comes in. Loans get made. Funds grow. Redemptions get handled. Managers collect their fees. Everyone pretends it is calm because the marks are smooth and the exits are limited. Now the machine is reversing. Reuters reported US direct lending issuance in the three months ending May was down roughly 40% from the first quarter. Issuance to private-equity-backed borrowers dropped nearly 37%. Volume tied to leveraged buyouts fell about 34%. So this is no longer just a redemption story. The exits are clogged. New money is hesitant. Sellers will not cut prices, and buyers will not pay yesterday's valuations. Credit funds are handling redemptions. Leveraged loans are showing strain. And publicly traded BDCs are not rebounding, even as the broader market soars. So the question is no longer whether investors are still withdrawing. They are, and it is accelerating. It is not about the people inside who want out. It is about the people outside who no longer want in. That is the bigger problem. It pushes us deeper into stage two, and the odds of stage three go up from here.

Jeffrey P. Snider

24,551 Aufrufe • vor 1 Monat

Private Equity Firms have found a new target in America, Hospitals 460+ American hospitals are now owned by private equity firms Just in the last few years, they’ve already managed to load an estimated 50 hospitals up with debt, forcing their bankruptcies and closures One private equity firm bought a hospital in Pennsylvania, “ Just two years after buying Crozier Health, Prospect took out a $1.1 billion loan and then sent nearly half of it straight to their investors while Crozier continued to suffer. It's fundamentally extractive, even among private equity industry folks. It's a controversial way to generate a return on an investment because it adds absolutely no value to the company in question” Private equity firms often use leveraged buyouts, loading acquired hospitals with debt to finance purchases. This debt, combined with strategies like sale-leaseback deals (selling hospital real estate and leasing it back to the hospital at high rents), can strain hospital finances Here’s another example of that: Steward Health Care, previously owned by Cerberus Capital Management, sold its real estate to Medical Properties Trust (MPT), incurring $350–400 million in annual rent, contributing to its 2024 bankruptcy - The hospitals own the land - Private equity buys the land and sells it to their own company - They then leases the land back to the hospital at hundreds of millions of dollars per month - They take out massive loans and pay their private equity executives hundreds of millions of dollars each The hospital goes bankrupt and closes Last month, a woman arrived at a Pennsylvania hospital with her barely breathing baby, only to discover the hospital had closed. Why? The hospital’s owner diverted millions to private equity investors instead of investing in healthcare. Now, patients and workers are paying the price.

Private Equity Firms have found a new target in America, Hospitals 460+ American hospitals are now owned by private equity firms Just in the last few years, they’ve already managed to load an estimated 50 hospitals up with debt, forcing their bankruptcies and closures One private equity firm bought a hospital in Pennsylvania, “ Just two years after buying Crozier Health, Prospect took out a $1.1 billion loan and then sent nearly half of it straight to their investors while Crozier continued to suffer. It's fundamentally extractive, even among private equity industry folks. It's a controversial way to generate a return on an investment because it adds absolutely no value to the company in question” Private equity firms often use leveraged buyouts, loading acquired hospitals with debt to finance purchases. This debt, combined with strategies like sale-leaseback deals (selling hospital real estate and leasing it back to the hospital at high rents), can strain hospital finances Here’s another example of that: Steward Health Care, previously owned by Cerberus Capital Management, sold its real estate to Medical Properties Trust (MPT), incurring $350–400 million in annual rent, contributing to its 2024 bankruptcy - The hospitals own the land - Private equity buys the land and sells it to their own company - They then leases the land back to the hospital at hundreds of millions of dollars per month - They take out massive loans and pay their private equity executives hundreds of millions of dollars each The hospital goes bankrupt and closes Last month, a woman arrived at a Pennsylvania hospital with her barely breathing baby, only to discover the hospital had closed. Why? The hospital’s owner diverted millions to private equity investors instead of investing in healthcare. Now, patients and workers are paying the price.

Wall Street Apes

247,836 Aufrufe • vor 1 Jahr

Private credit just hit the brakes, and the numbers are not subtle. New US direct lending issuance fell from about $74.6 billion in the first quarter to about $44.8 billion in the three months ending May, according to PitchBook. That is a massive slowdown in a single quarter. Private equity-backed borrowing dropped to about $28.5 billion. Lending tied to leveraged buyouts fell to about $15.2 billion. This is the private credit engine losing speed at the exact moment it needs confidence. And the reasons are not a mystery. Fundraising is still well below its peak. Redemption requests are elevated and still climbing. Investors are scrutinizing loan quality. And borrowers are stuck in a flat, gone-bad economy. For years private credit took market share because it was fast and certain. It could finance deals when the banks and the syndicated markets could not, because everyone assumed the economy would be good forever. That assumption is breaking. Now these funds are preserving liquidity and stretching to get deals done. So they have far less appetite to finance private equity at aggressive valuations. And that is where private equity gets pulled in. It ran on the leverage that private credit provided, and that engine is reversing. Here is the standoff. Private equity firms will not sell assets at lower prices, because that means admitting yesterday's marks were too high. Buyers will not pay peak multiples in a higher-rate, slower-growth world. Lenders will not underwrite the old assumptions. Investors do not want more money locked up. So the whole machine slows, grinds to a halt, and starts to reverse. One guy called it constipation.

Private credit just hit the brakes, and the numbers are not subtle. New US direct lending issuance fell from about $74.6 billion in the first quarter to about $44.8 billion in the three months ending May, according to PitchBook. That is a massive slowdown in a single quarter. Private equity-backed borrowing dropped to about $28.5 billion. Lending tied to leveraged buyouts fell to about $15.2 billion. This is the private credit engine losing speed at the exact moment it needs confidence. And the reasons are not a mystery. Fundraising is still well below its peak. Redemption requests are elevated and still climbing. Investors are scrutinizing loan quality. And borrowers are stuck in a flat, gone-bad economy. For years private credit took market share because it was fast and certain. It could finance deals when the banks and the syndicated markets could not, because everyone assumed the economy would be good forever. That assumption is breaking. Now these funds are preserving liquidity and stretching to get deals done. So they have far less appetite to finance private equity at aggressive valuations. And that is where private equity gets pulled in. It ran on the leverage that private credit provided, and that engine is reversing. Here is the standoff. Private equity firms will not sell assets at lower prices, because that means admitting yesterday's marks were too high. Buyers will not pay peak multiples in a higher-rate, slower-growth world. Lenders will not underwrite the old assumptions. Investors do not want more money locked up. So the whole machine slows, grinds to a halt, and starts to reverse. One guy called it constipation.

Jeffrey P. Snider

18,021 Aufrufe • vor 1 Monat

Ash Sarkar on #PoliticsLive "The role of private equity in our social care system" Ash Sarkar 👏 "We've got a hugely expensive social care system. Adult and children social care is a massive part of local authority budget" "It's part of the reason why so many local councils are in debt" "And private equity is just siphoning money out of the system" "In just three years, in three regions of England, private equity sucked out £250 million in profit" "Something that Andy Burnham and whoever his pick of chancellor might be, is to say, we're not going to have such a huge role for private equity in the social care system" "We're going to have strong limits on how much profit can be extracted" "We're not going to have leveraged buyouts where private equity uses a tiny bit of their own money and then loads the company with debt"

Ash Sarkar on #PoliticsLive "The role of private equity in our social care system" Ash Sarkar 👏 "We've got a hugely expensive social care system. Adult and children social care is a massive part of local authority budget" "It's part of the reason why so many local councils are in debt" "And private equity is just siphoning money out of the system" "In just three years, in three regions of England, private equity sucked out £250 million in profit" "Something that Andy Burnham and whoever his pick of chancellor might be, is to say, we're not going to have such a huge role for private equity in the social care system" "We're going to have strong limits on how much profit can be extracted" "We're not going to have leveraged buyouts where private equity uses a tiny bit of their own money and then loads the company with debt"

Farrukh

79,693 Aufrufe • vor 1 Monat

This is serious: BlackRock is no longer just investing in stocks, they’re beginning to purchase critical infrastructure in America BlackRock is trying to buy Minnesota Power, which provides powepto over 150,000 people They want to profit off of the soaring electricity demand from Al data centers. If they win, and if it's profitable, your power company could be next The higher they can skyrocket energy prices, the more they’ll cash in “BlackRock acquired Global Infrastructure Partners and since that deal, they've been a lot more involved in infrastructure” “This is a test case for companies like BlackRock expanding into industries that we use every day. Things like water, hospitals, and electricity. And if they haven't already, they could be coming to your town soon.” “If we look at northern Michigan, there is a utility called the Upper Peninsula Power Company or Upco. This was acquired by a private equity firm in 2014. Upco customers have seen a spike in their rates. Many say they can't afford. After the private equity firm took it over, shortly thereafter, they raised the bills. A couple of years later, bills went up again. Then that private equity firm sold it to a different private equity firm. Once the new private equity owners were in control, they raised bills again. Since 2014, Upco, being owned by private equity, has seen four bill hikes. There's nothing stopping BlackRock from doing the same thing in Minnesota.”

This is serious: BlackRock is no longer just investing in stocks, they’re beginning to purchase critical infrastructure in America BlackRock is trying to buy Minnesota Power, which provides powepto over 150,000 people They want to profit off of the soaring electricity demand from Al data centers. If they win, and if it's profitable, your power company could be next The higher they can skyrocket energy prices, the more they’ll cash in “BlackRock acquired Global Infrastructure Partners and since that deal, they've been a lot more involved in infrastructure” “This is a test case for companies like BlackRock expanding into industries that we use every day. Things like water, hospitals, and electricity. And if they haven't already, they could be coming to your town soon.” “If we look at northern Michigan, there is a utility called the Upper Peninsula Power Company or Upco. This was acquired by a private equity firm in 2014. Upco customers have seen a spike in their rates. Many say they can't afford. After the private equity firm took it over, shortly thereafter, they raised the bills. A couple of years later, bills went up again. Then that private equity firm sold it to a different private equity firm. Once the new private equity owners were in control, they raised bills again. Since 2014, Upco, being owned by private equity, has seen four bill hikes. There's nothing stopping BlackRock from doing the same thing in Minnesota.”

Wall Street Apes

191,005 Aufrufe • vor 10 Monaten

This is racketeering Private equity firms are now putting liens of American’s homes, then taking their homes for just missing a payment on a service they skyrocketed the price of by price fixing Here’s how they’re doing it: - Private equity firms are buying up entire HVAC industries in cities - They’re keeping all the business names the same so you still think they’re small businesses - They’re installing software in all the trucks that price fixes every business to new sky high prices for services - They’re then offering financing for the new sky high prices for the services - Once you miss payments they put a lien on your house and take your house

This is racketeering Private equity firms are now putting liens of American’s homes, then taking their homes for just missing a payment on a service they skyrocketed the price of by price fixing Here’s how they’re doing it: - Private equity firms are buying up entire HVAC industries in cities - They’re keeping all the business names the same so you still think they’re small businesses - They’re installing software in all the trucks that price fixes every business to new sky high prices for services - They’re then offering financing for the new sky high prices for the services - Once you miss payments they put a lien on your house and take your house

Wall Street Apes

1,748,052 Aufrufe • vor 1 Jahr

Get ready for your electricity bills to skyrocket, both BlackRock and Blackstone have begun purchasing American electric utilities companies “Private equity firms BlackRock and Blackstone are both in the process of acquiring their first electric utility companies - BlackRock is buying one based out of Minnesota for a little over $6 billion, and they provide services to right around 100,000 people - Blackstone is buying a utility company in New Mexico for just over $11 billion And, and why is private equity starting to get into electricity companies? Well, let me share a little insight with you. PSEG, which is an electric company out of New Jersey, just reported its first quarters of 2025 to be up 47% over last year. They claim that 90% of this energy usage is from AI and data centers. Let that sink in, people. Your energy bills are going to go through the roof.”

Get ready for your electricity bills to skyrocket, both BlackRock and Blackstone have begun purchasing American electric utilities companies “Private equity firms BlackRock and Blackstone are both in the process of acquiring their first electric utility companies - BlackRock is buying one based out of Minnesota for a little over $6 billion, and they provide services to right around 100,000 people - Blackstone is buying a utility company in New Mexico for just over $11 billion And, and why is private equity starting to get into electricity companies? Well, let me share a little insight with you. PSEG, which is an electric company out of New Jersey, just reported its first quarters of 2025 to be up 47% over last year. They claim that 90% of this energy usage is from AI and data centers. Let that sink in, people. Your energy bills are going to go through the roof.”

Wall Street Apes

380,557 Aufrufe • vor 11 Monaten

Dear Blackstone The single-family home is the *essence* of the American dream. For generations, it’s been the number one asset for families. You cannot have private equity giants like Blackstone—using money from overseas "investors" in China—exploiting the carried interest tax loophole to buy up our single family homes, and force Americans out of ownership and into a lifetime of renting. That’s unacceptable and un-American. Single family homes are for families, not hedge funds.

Dear Blackstone The single-family home is the essence of the American dream. For generations, it’s been the number one asset for families. You cannot have private equity giants like Blackstone—using money from overseas "investors" in China—exploiting the carried interest tax loophole to buy up our single family homes, and force Americans out of ownership and into a lifetime of renting. That’s unacceptable and un-American. Single family homes are for families, not hedge funds.

James Fishback

135,010 Aufrufe • vor 10 Monaten

IT’S TRUE 🚨 Proof the reason veterinarian bills for your pets have skyrocketed recently is because Private Equity Firms have been buying up all the veterinarian clinics throughout America and then raising prices “Massive corporations and private equity firms have been taking over vet care at an alarming rate, owning up to 50% of clinics and up to 75% of emergency hospitals. They're also snapping up pet insurance companies and even pet food brands.” “If you're a pet owner, you've probably been noticing that your vet bills have become more and more and more expensive over the years. But it's even worse than you might think. The cost of vet care has gone up by 60%” “The veterinary industry is a f***ing racket. Animal health care is a f***ing scam. When I started looking into it, I found endless complaints of vet bills through the roof, unexpected charges, and people feeling like they had no choice but to pay up. Veterinary medicine is the gold rush of 2024. I call it the rise of Big Vets. These massive private equity firms are buying up veterinary clinics in the hundreds all across the United States. We talked to veterinarians and journalists to find out exactly why your vet bill has gotten so high” “As private equity firms buy up even more clinics and expand into other pet services. Just last year, private equity company Blackstone purchased Rover. It's an online pet sitting and dog walking company. And Jap Consumer Partners is buying up pet insurance.” All the evidence is in this video, prices are expected to keep rising as private equity firms take over what’s left of the vet care industry This MUST be stopped. Why is American Government allowing private equity firms to buy everything and DESTROY Americans way of life by skyrocketing prices ‘Private Equity's Ruthless Pet Care Scheme’ - More Perfect Union

IT’S TRUE 🚨 Proof the reason veterinarian bills for your pets have skyrocketed recently is because Private Equity Firms have been buying up all the veterinarian clinics throughout America and then raising prices “Massive corporations and private equity firms have been taking over vet care at an alarming rate, owning up to 50% of clinics and up to 75% of emergency hospitals. They're also snapping up pet insurance companies and even pet food brands.” “If you're a pet owner, you've probably been noticing that your vet bills have become more and more and more expensive over the years. But it's even worse than you might think. The cost of vet care has gone up by 60%” “The veterinary industry is a fing racket. Animal health care is a fing scam. When I started looking into it, I found endless complaints of vet bills through the roof, unexpected charges, and people feeling like they had no choice but to pay up. Veterinary medicine is the gold rush of 2024. I call it the rise of Big Vets. These massive private equity firms are buying up veterinary clinics in the hundreds all across the United States. We talked to veterinarians and journalists to find out exactly why your vet bill has gotten so high” “As private equity firms buy up even more clinics and expand into other pet services. Just last year, private equity company Blackstone purchased Rover. It's an online pet sitting and dog walking company. And Jap Consumer Partners is buying up pet insurance.” All the evidence is in this video, prices are expected to keep rising as private equity firms take over what’s left of the vet care industry This MUST be stopped. Why is American Government allowing private equity firms to buy everything and DESTROY Americans way of life by skyrocketing prices ‘Private Equity's Ruthless Pet Care Scheme’ - More Perfect Union

Wall Street Apes

425,195 Aufrufe • vor 1 Jahr

Is Private Credit in a bubble? Is it about to blow up? Blue Owl reportedly received ~$5.4B of investor withdrawal requests from major private credit vehicles — including attempts to pull more than 40% from one fund. The broader private credit industry has grown from roughly ~$150B in 2010 to ~$2T today, effectively becoming a parallel lending system alongside banks. Now some BDCs & evergreen private credit funds are hitting redemption limits. What most people are missing under the headlines: Many BDCs (Business Development Companies) & evergreen private credit funds were never designed to provide unlimited liquidity. These vehicles lend to highly illiquid private companies — often PE-backed businesses — while only offering limited periodic withdrawals to investors. That’s why many structures have built-in quarterly redemption caps.

Is Private Credit in a bubble? Is it about to blow up? Blue Owl reportedly received ~$5.4B of investor withdrawal requests from major private credit vehicles — including attempts to pull more than 40% from one fund. The broader private credit industry has grown from roughly ~$150B in 2010 to ~$2T today, effectively becoming a parallel lending system alongside banks. Now some BDCs & evergreen private credit funds are hitting redemption limits. What most people are missing under the headlines: Many BDCs (Business Development Companies) & evergreen private credit funds were never designed to provide unlimited liquidity. These vehicles lend to highly illiquid private companies — often PE-backed businesses — while only offering limited periodic withdrawals to investors. That’s why many structures have built-in quarterly redemption caps.

Molly O’Shea

16,994 Aufrufe • vor 2 Monaten

"The West Coast is definitely eating the East Coast." Jeremy Giffon on where the next great financial firms will come from: "Venture capital has created the biggest businesses in the world, and private equity has not. The largest and most important finance firms come out of a culture of leveraged buyout. The core idea behind it is like using debt and financial engineering to make a lot of money. What does it look like when the largest financial firms in the world, their founding action was seed investing? It's equity driven, it's power law. It's hugely optimistic. Venture capital is this tiny little asset class that has produced all the most important things in the world. It is this civilizational technology which is you're willing to give young people millions of dollars to try a very speculative idea with basically no retribution or downside if it doesn't work.

"The West Coast is definitely eating the East Coast." Jeremy Giffon on where the next great financial firms will come from: "Venture capital has created the biggest businesses in the world, and private equity has not. The largest and most important finance firms come out of a culture of leveraged buyout. The core idea behind it is like using debt and financial engineering to make a lot of money. What does it look like when the largest financial firms in the world, their founding action was seed investing? It's equity driven, it's power law. It's hugely optimistic. Venture capital is this tiny little asset class that has produced all the most important things in the world. It is this civilizational technology which is you're willing to give young people millions of dollars to try a very speculative idea with basically no retribution or downside if it doesn't work.

Patrick OShaughnessy

277,640 Aufrufe • vor 1 Monat

Chamath: “Private equity in general is totally hosed.” 🏢🚨 “I think the history of this is important.” “There was a long standing belief that the best way to generate the best risk adjusted return was to have what's called a 60/40 allocation. 60% to bonds and 40% to equities.” “Over many years, especially when we artificially suppressed rates at zero, a lot of people started to move their allocations away from 60/40 and they started to make more and more investments further out on the risk curve.” “The biggest beneficiaries of that were venture capital, private equity, and hedge funds.” “The thing with private equity is that because rates were zero, they had an infinite amount of borrowing capacity at very little downside to them, and so they were able to manufacture returns much faster than venture capital and hedge funds could.” “So as a result, you had an initial group of people that were defining the asset class, making a ton of money, and then you had all these fast followers that said, ‘Well, if they're doing it, I can do it too.’” “But then always what happens is then you have this flood of laggards that just flood the zone.” “And it's these laggards that make it very difficult to generate returns because they start overpaying for assets, they start mismanaging and under managing the assets that they do own.” “That created a lot of competition, and so that's why you see this hockey stick graph.” “And when you see that kind of graph, it doesn't matter what asset class it is. The returns go to zero.” “And so we've seen this in venture capital. We've seen this in hedge funds. And we're now going to see this in private equity.”

Chamath: “Private equity in general is totally hosed.” 🏢🚨 “I think the history of this is important.” “There was a long standing belief that the best way to generate the best risk adjusted return was to have what's called a 60/40 allocation. 60% to bonds and 40% to equities.” “Over many years, especially when we artificially suppressed rates at zero, a lot of people started to move their allocations away from 60/40 and they started to make more and more investments further out on the risk curve.” “The biggest beneficiaries of that were venture capital, private equity, and hedge funds.” “The thing with private equity is that because rates were zero, they had an infinite amount of borrowing capacity at very little downside to them, and so they were able to manufacture returns much faster than venture capital and hedge funds could.” “So as a result, you had an initial group of people that were defining the asset class, making a ton of money, and then you had all these fast followers that said, ‘Well, if they're doing it, I can do it too.’” “But then always what happens is then you have this flood of laggards that just flood the zone.” “And it's these laggards that make it very difficult to generate returns because they start overpaying for assets, they start mismanaging and under managing the assets that they do own.” “That created a lot of competition, and so that's why you see this hockey stick graph.” “And when you see that kind of graph, it doesn't matter what asset class it is. The returns go to zero.” “And so we've seen this in venture capital. We've seen this in hedge funds. And we're now going to see this in private equity.”

The All-In Podcast

800,205 Aufrufe • vor 10 Monaten

"It's basically what we call the Blackstone model, which is, you don't take over the whole company right, you buy the largest stake in it and you use that to control it. And so that's the model starting with the US, but basically every country in the world is being subject to this. And so they have planted through these small focus groups of private intelligence, and it's a combination of private intelligence, private equity, and IT firms, and they're basically coming together as one. And they set up their teams in each country to basically take it over strategically. There's a playbook for this..." Emanuel Pastreich of 🥷 🔗

"It's basically what we call the Blackstone model, which is, you don't take over the whole company right, you buy the largest stake in it and you use that to control it. And so that's the model starting with the US, but basically every country in the world is being subject to this. And so they have planted through these small focus groups of private intelligence, and it's a combination of private intelligence, private equity, and IT firms, and they're basically coming together as one. And they set up their teams in each country to basically take it over strategically. There's a playbook for this..." Emanuel Pastreich of 🥷 🔗

Geopolitics & Empire

18,051 Aufrufe • vor 5 Monaten