Private Equity Investors Should Prepare To Be Disappointed
Double-digit returns for PE are highly unlikely the next five to ten years while massive return dispersion means many LPs will see outright losses. Institutional
February 1, 2022
Featured Posts
China’s Economy: Still Unbalanced After All These Years – And Now Close To Recession
I don’t usually pay much attention to quarterly GDP releases but China’s Q3 report is interesting for two reasons. One, it’s completely consistent with an
October 19, 2021
Trump’s Pre-Covid Economic Miracle is a Myth
The Wall Street Journal Editorial Board’s Portrayal of Trump’s Economic Track Record before Covid-19 is Fake News All the opinion polls show the same thing:
October 13, 2020
Recent Posts
Big Tech
The Silver Lining of the Trump Disaster
If you aren’t a subscriber to Cory Doctorow’s Pluralistic blog, you’re missing the most insightful writing on tech and politics from the guy who coined
April 23, 2026
Big Tech
Facebook and Sarah Wynn-Williams’s ‘Careless People’
Cory Doctorow is one of the leading chroniclers of enshittification — the process by which Big Tech and other monopolies have shittified their products to
April 24, 2025
Institutional Investing
CALPERS Shows Fatal Flaw in Endowment Model
CALPERS Has Underperformed a 60/40 Index Fund by 50bps per annum – For the Last 40 Years Think about that. Nearly forty years of returns
November 21, 2023
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