Arsh Singh
@arshnowtweets.bsky.social
Empowering you to invest beyond stocks. Co-founder midasboard.com (Fintech). Opinions my own.
The thing men care about most: the perimeter.
March 1, 2025 at 2:03 AM
The thing men care about most: the perimeter.
The private credit market ($1.6T) is about to experience a fundamental shift.
Apollo Global Management is building the first marketplace for trading these traditionally illiquid assets.
Here's why this matters for institutional investors 🧵
Apollo Global Management is building the first marketplace for trading these traditionally illiquid assets.
Here's why this matters for institutional investors 🧵
February 9, 2025 at 3:03 PM
The private credit market ($1.6T) is about to experience a fundamental shift.
Apollo Global Management is building the first marketplace for trading these traditionally illiquid assets.
Here's why this matters for institutional investors 🧵
Apollo Global Management is building the first marketplace for trading these traditionally illiquid assets.
Here's why this matters for institutional investors 🧵
50 funds. $13 trillion in assets.
Our visualization maps the world's largest pension and retirement funds - institutional giants whose allocation decisions shape the trajectory of global markets.
#fundraising #finance
Our visualization maps the world's largest pension and retirement funds - institutional giants whose allocation decisions shape the trajectory of global markets.
#fundraising #finance
February 4, 2025 at 1:00 PM
50 funds. $13 trillion in assets.
Our visualization maps the world's largest pension and retirement funds - institutional giants whose allocation decisions shape the trajectory of global markets.
#fundraising #finance
Our visualization maps the world's largest pension and retirement funds - institutional giants whose allocation decisions shape the trajectory of global markets.
#fundraising #finance
15/15 History's verdict is clear: Imposing new tariffs on Canada and Mexico would repeat costly mistakes, harming businesses, workers, and consumers across North America.
January 30, 2025 at 4:53 PM
15/15 History's verdict is clear: Imposing new tariffs on Canada and Mexico would repeat costly mistakes, harming businesses, workers, and consumers across North America.
13/15 The British-French Cobden-Chevalier Treaty (1860) proved this:
Britain removed nearly all tariffs, France reduced theirs, and both economies flourished.
Britain removed nearly all tariffs, France reduced theirs, and both economies flourished.
January 30, 2025 at 4:53 PM
13/15 The British-French Cobden-Chevalier Treaty (1860) proved this:
Britain removed nearly all tariffs, France reduced theirs, and both economies flourished.
Britain removed nearly all tariffs, France reduced theirs, and both economies flourished.
12/15 Historical evidence shows that removing trade barriers benefits a country regardless of what its trading partners do.
As Benjamin Franklin noted, "No nation was ever ruined by trade."
As Benjamin Franklin noted, "No nation was ever ruined by trade."
January 30, 2025 at 4:52 PM
12/15 Historical evidence shows that removing trade barriers benefits a country regardless of what its trading partners do.
As Benjamin Franklin noted, "No nation was ever ruined by trade."
As Benjamin Franklin noted, "No nation was ever ruined by trade."
8/15 The post-WW2 era brought a crucial realization: tariffs hurt everyone. This led to GATT in 1947, reducing 45,000 tariffs globally.
January 30, 2025 at 4:52 PM
8/15 The post-WW2 era brought a crucial realization: tariffs hurt everyone. This led to GATT in 1947, reducing 45,000 tariffs globally.
5/15 Fast forward to 1930: The Smoot-Hawley Tariff Act.
This massive U.S. tariff increase on 20,000+ imports became a masterclass in unintended consequences.
This massive U.S. tariff increase on 20,000+ imports became a masterclass in unintended consequences.
January 30, 2025 at 4:52 PM
5/15 Fast forward to 1930: The Smoot-Hawley Tariff Act.
This massive U.S. tariff increase on 20,000+ imports became a masterclass in unintended consequences.
This massive U.S. tariff increase on 20,000+ imports became a masterclass in unintended consequences.
4/15 The result? A massive public backlash leading to the Anti-Corn Law League in 1843 and eventual repeal in 1846.
Early economists like David Ricardo built foundational economic theories opposing these tariffs.
Early economists like David Ricardo built foundational economic theories opposing these tariffs.
January 30, 2025 at 4:52 PM
4/15 The result? A massive public backlash leading to the Anti-Corn Law League in 1843 and eventual repeal in 1846.
Early economists like David Ricardo built foundational economic theories opposing these tariffs.
Early economists like David Ricardo built foundational economic theories opposing these tariffs.
3/15 Let's start with the British Corn Laws (1815):
• UK imposed tariffs on imported grains
• British wheat became 2x more expensive than Dutch wheat
• Devastated consumer purchasing power
• Led to widespread economic hardship
• UK imposed tariffs on imported grains
• British wheat became 2x more expensive than Dutch wheat
• Devastated consumer purchasing power
• Led to widespread economic hardship
January 30, 2025 at 4:52 PM
3/15 Let's start with the British Corn Laws (1815):
• UK imposed tariffs on imported grains
• British wheat became 2x more expensive than Dutch wheat
• Devastated consumer purchasing power
• Led to widespread economic hardship
• UK imposed tariffs on imported grains
• British wheat became 2x more expensive than Dutch wheat
• Devastated consumer purchasing power
• Led to widespread economic hardship
Tariffs: A 200+ year case study in economic self-sabotage 🧵
Let's explore why history consistently shows tariffs harm everyone involved - even the countries that impose them.
Let's explore why history consistently shows tariffs harm everyone involved - even the countries that impose them.
January 30, 2025 at 4:52 PM
Tariffs: A 200+ year case study in economic self-sabotage 🧵
Let's explore why history consistently shows tariffs harm everyone involved - even the countries that impose them.
Let's explore why history consistently shows tariffs harm everyone involved - even the countries that impose them.
41% of S&P500 revenues come from outside the US. That's $4 of every $10. The current narrative: "US strong, rest of world weak."The problem? A slowdown in Europe/China could hit S&P earnings harder than many expect.
Market narratives ≠ market realities
Chart via Apollo's Torsten Sløk
#stockmarket
Market narratives ≠ market realities
Chart via Apollo's Torsten Sløk
#stockmarket
January 23, 2025 at 2:30 PM
41% of S&P500 revenues come from outside the US. That's $4 of every $10. The current narrative: "US strong, rest of world weak."The problem? A slowdown in Europe/China could hit S&P earnings harder than many expect.
Market narratives ≠ market realities
Chart via Apollo's Torsten Sløk
#stockmarket
Market narratives ≠ market realities
Chart via Apollo's Torsten Sløk
#stockmarket