Mo Hossain
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mohossain.bsky.social
Mo Hossain
@mohossain.bsky.social
65 followers 1 following 1.6K posts
Investor. I take advice. Sharing things I'm learning. re(Post) ≠ E
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mohossain.bsky.social
SpaceX, OpenAI and Anthropic are preparing IPOs that could raise tens of billions—SpaceX implied ~$800B, OpenAI discussing ~$750B+, Anthropic >$300B; even one listing would eclipse 2025’s ~$30B US IPO total ..a new record.

Would you consider allocating to pre-IPO now?
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SpaceX, OpenAI and Anthropic are preparing IPOs that could raise tens of billions—SpaceX implied ~$800B, OpenAI discussing ~$750B+, Anthropic >$300B; even one listing would eclipse 2025’s ~$30B US IPO total and could set a new record. Would you consider allocating to pre-IPO funds or wait for public pricing? ht:wsj/db/ft #VentureCapital #fund #investor $ @ennovance @mohossain https://x.com/mohossain/status/2006769566450377080?s=46 SpaceX, OpenAI and Anthropic are preparing IPOs that could raise tens of billions—SpaceX implied ~$800B, OpenAI discussing ~$750B+, Anthropic >$300B; even one listing would eclipse 2025’s ~$30B US IPO total and could set a new record. Would you consider allocating to pre-IPO funds or wait for public pricing? ht:wsj/db/ft #VentureCapital #fund #investor $ @ennovance @mohossain https://x.com/mohossain/status/2006769566450377080?s=46 SpaceX, OpenAI and Anthropic are preparing IPOs that could raise tens of billions—SpaceX implied ~$800B, OpenAI discussing ~$750B+, Anthropic >$300B; even one listing would eclipse 2025’s ~$30B US IPO total and could set a new record. Would you consider allocating to pre-IPO funds or wait for public pricing? ht:wsj/db/ft #VentureCapital #fund #investor $ @ennovance @mohossain https://x.com/mohossain/status/2006769566450377080?s=46 SpaceX, OpenAI and Anthropic are preparing IPOs that could raise tens of billions—SpaceX implied ~$800B, OpenAI discussing ~$750B+, Anthropic >$300B; even one listing would eclipse 2025’s ~$30B US IPO total and could set a new record. Would you consider allocating to pre-IPO funds or wait for public pricing? ht:wsj/db/ft #VentureCapital #fund #investor $ @ennovance @mohossain https://x.com/mohossain/status/2006769566450377080?s=46
January 1, 2026 at 4:53 PM
Reposted by Mo Hossain
mohossain.bsky.social
Recession odds are dropping, but so is our wiggle room.
Recession odds are dropping, but so is our wiggle room. @mohossain @ennovance
December 27, 2025 at 6:10 PM
Reposted by Mo Hossain
mohossain.bsky.social
After years on ice, the US housing market may finally be thawing.

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A century-plus of housing prices reminds us that homes weren’t always speculative assets—and don’t have to be. Thoughtful research cuts through nostalgia, panic, and myths with facts. Turns out, for most of the past 130 years, housing just kept up with inflation — and only recently became an “investment.” Perspective is a gift. 🏡📈 via washingtonpost https://www.washingtonpost.com/business/2025/10/20/cities-where-home-prices-have-changed-most-least-over-past-130-years/ #cre #realestate #realtor After years on ice, the US housing market may finally be thawing. 📈 Economists see 2026 as a potential reset: incomes catching up, more homes coming to market, steadier prices, and slightly lower mortgage rates. Not a boom — but progress, stability, and renewed opportunity. https://www.cnn.com/2025/12/26/business/trump-housing-market-reform-home-prices-2026 #cre #realestate #realtor #philadelphia #philly #loan #job #mortgage #healthcare #hospital #pennsylvania A century-plus of housing prices reminds us that homes weren’t always speculative assets—and don’t have to be. Thoughtful research cuts through nostalgia, panic, and myths with facts. Turns out, for most of the past 130 years, housing just kept up with inflation — and only recently became an “investment.” Perspective is a gift. 🏡📈 via washingtonpost https://www.washingtonpost.com/business/2025/10/20/cities-where-home-prices-have-changed-most-least-over-past-130-years/ #cre #realestate #realtor After years on ice, the US housing market may finally be thawing. 📈 Economists see 2026 as a potential reset: incomes catching up, more homes coming to market, steadier prices, and slightly lower mortgage rates. Not a boom — but progress, stability, and renewed opportunity. https://www.cnn.com/2025/12/26/business/trump-housing-market-reform-home-prices-2026 #cre #realestate #realtor #philadelphia #philly #loan #job #mortgage #healthcare #hospital #pennsylvania A century-plus of housing prices reminds us that homes weren’t always speculative assets—and don’t have to be. Thoughtful research cuts through nostalgia, panic, and myths with facts. Turns out, for most of the past 130 years, housing just kept up with inflation — and only recently became an “investment.” Perspective is a gift. 🏡📈 via washingtonpost https://www.washingtonpost.com/business/2025/10/20/cities-where-home-prices-have-changed-most-least-over-past-130-years/ #cre #realestate #realtor After years on ice, the US housing market may finally be thawing. 📈 Economists see 2026 as a potential reset: incomes catching up, more homes coming to market, steadier prices, and slightly lower mortgage rates. Not a boom — but progress, stability, and renewed opportunity. https://www.cnn.com/2025/12/26/business/trump-housing-market-reform-home-prices-2026 #cre #realestate #realtor #philadelphia #philly #loan #job #mortgage #healthcare #hospital #pennsylvania A century-plus of housing prices reminds us that homes weren’t always speculative assets—and don’t have to be. Thoughtful research cuts through nostalgia, panic, and myths with facts. Turns out, for most of the past 130 years, housing just kept up with inflation — and only recently became an “investment.” Perspective is a gift. 🏡📈 via washingtonpost https://www.washingtonpost.com/business/2025/10/20/cities-where-home-prices-have-changed-most-least-over-past-130-years/ #cre #realestate #realtor After years on ice, the US housing market may finally be thawing. 📈 Economists see 2026 as a potential reset: incomes catching up, more homes coming to market, steadier prices, and slightly lower mortgage rates. Not a boom — but progress, stability, and renewed opportunity. https://www.cnn.com/2025/12/26/business/trump-housing-market-reform-home-prices-2026 #cre #realestate #realtor #philadelphia #philly #loan #job #mortgage #healthcare #hospital #pennsylvania
December 27, 2025 at 8:55 PM
Reposted by Mo Hossain
mohossain.bsky.social
Where the Jobs Are Isn’t Where the Value Is: 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧, 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧, 𝐠𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭, 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐚𝐧𝐝 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐡𝐚𝐯𝐞 𝐚𝐥𝐥 𝐡𝐢𝐭 𝐚 𝐰𝐚𝐥𝐥.

𝑊𝑖𝑙𝑙 𝐴𝐼 𝑓𝑖𝑛𝑎𝑙𝑙𝑦 𝑑𝑒𝑙𝑖𝑣𝑒𝑟 𝑟𝑒𝑎𝑙 𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑖𝑣𝑖𝑡𝑦 𝑔𝑎𝑖𝑛𝑠 𝑛𝑒𝑥𝑡 𝑦𝑒𝑎𝑟. 𝑎𝑛𝑑 𝑙𝑖𝑓𝑡 𝐴𝑚𝑒𝑟𝑖𝑐𝑎𝑛𝑠’ 𝑙𝑖𝑣𝑖𝑛𝑔 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑𝑠 𝑠𝑢𝑠𝑡𝑎𝑖𝑛𝑎𝑏𝑙𝑦?

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Where the Jobs Are Isn’t Where the Value Is: A Tale of Sectoral Imbalance. 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧, 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧, 𝐠𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭, 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐚𝐧𝐝 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐡𝐚𝐯𝐞 𝐚𝐥𝐥 𝐡𝐢𝐭 𝐚 𝐰𝐚𝐥𝐥. 𝑊𝑖𝑙𝑙 𝐴𝐼 𝑓𝑖𝑛𝑎𝑙𝑙𝑦 𝑑𝑒𝑙𝑖𝑣𝑒𝑟 𝑟𝑒𝑎𝑙 𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑖𝑣𝑖𝑡𝑦 𝑔𝑎𝑖𝑛𝑠 𝑛𝑒𝑥𝑡 𝑦𝑒𝑎𝑟. 𝑎𝑛𝑑 𝑙𝑖𝑓𝑡 𝐴𝑚𝑒𝑟𝑖𝑐𝑎𝑛𝑠’ 𝑙𝑖𝑣𝑖𝑛𝑔 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑𝑠 𝑠𝑢𝑠𝑡𝑎𝑖𝑛𝑎𝑏𝑙𝑦? https://x.com/mohossain/status/1977935692551332307?s=46 #AI #job #productivity #wage #gdp #m2 #fedrate #AI #job #productivity MoHissain @ennovance #job #wage #innovation #hospital #healthcare #education https://x.com/mohossain/status/2005033559791153289?s=46 Where the Jobs Are Isn’t Where the Value Is: A Tale of Sectoral Imbalance. 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧, 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧, 𝐠𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭, 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐚𝐧𝐝 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐡𝐚𝐯𝐞 𝐚𝐥𝐥 𝐡𝐢𝐭 𝐚 𝐰𝐚𝐥𝐥. 𝑊𝑖𝑙𝑙 𝐴𝐼 𝑓𝑖𝑛𝑎𝑙𝑙𝑦 𝑑𝑒𝑙𝑖𝑣𝑒𝑟 𝑟𝑒𝑎𝑙 𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑖𝑣𝑖𝑡𝑦 𝑔𝑎𝑖𝑛𝑠 𝑛𝑒𝑥𝑡 𝑦𝑒𝑎𝑟. 𝑎𝑛𝑑 𝑙𝑖𝑓𝑡 𝐴𝑚𝑒𝑟𝑖𝑐𝑎𝑛𝑠’ 𝑙𝑖𝑣𝑖𝑛𝑔 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑𝑠 𝑠𝑢𝑠𝑡𝑎𝑖𝑛𝑎𝑏𝑙𝑦? https://x.com/mohossain/status/1977935692551332307?s=46 #AI #job #productivity #wage #gdp #m2 #fedrate #AI #job #productivity MoHissain @ennovance #job #wage #innovation #hospital #healthcare #education https://x.com/mohossain/status/2005033559791153289?s=46 Where the Jobs Are Isn’t Where the Value Is: A Tale of Sectoral Imbalance. 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧, 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧, 𝐠𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭, 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐚𝐧𝐝 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐡𝐚𝐯𝐞 𝐚𝐥𝐥 𝐡𝐢𝐭 𝐚 𝐰𝐚𝐥𝐥. 𝑊𝑖𝑙𝑙 𝐴𝐼 𝑓𝑖𝑛𝑎𝑙𝑙𝑦 𝑑𝑒𝑙𝑖𝑣𝑒𝑟 𝑟𝑒𝑎𝑙 𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑖𝑣𝑖𝑡𝑦 𝑔𝑎𝑖𝑛𝑠 𝑛𝑒𝑥𝑡 𝑦𝑒𝑎𝑟. 𝑎𝑛𝑑 𝑙𝑖𝑓𝑡 𝐴𝑚𝑒𝑟𝑖𝑐𝑎𝑛𝑠’ 𝑙𝑖𝑣𝑖𝑛𝑔 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑𝑠 𝑠𝑢𝑠𝑡𝑎𝑖𝑛𝑎𝑏𝑙𝑦? https://x.com/mohossain/status/1977935692551332307?s=46 #AI #job #productivity #wage #gdp #m2 #fedrate #AI #job #productivity MoHissain @ennovance #job #wage #innovation #hospital #healthcare #education https://x.com/mohossain/status/2005033559791153289?s=46 Where the Jobs Are Isn’t Where the Value Is: A Tale of Sectoral Imbalance. 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧, 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧, 𝐠𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭, 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐚𝐧𝐝 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐡𝐚𝐯𝐞 𝐚𝐥𝐥 𝐡𝐢𝐭 𝐚 𝐰𝐚𝐥𝐥. 𝑊𝑖𝑙𝑙 𝐴𝐼 𝑓𝑖𝑛𝑎𝑙𝑙𝑦 𝑑𝑒𝑙𝑖𝑣𝑒𝑟 𝑟𝑒𝑎𝑙 𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑖𝑣𝑖𝑡𝑦 𝑔𝑎𝑖𝑛𝑠 𝑛𝑒𝑥𝑡 𝑦𝑒𝑎𝑟. 𝑎𝑛𝑑 𝑙𝑖𝑓𝑡 𝐴𝑚𝑒𝑟𝑖𝑐𝑎𝑛𝑠’ 𝑙𝑖𝑣𝑖𝑛𝑔 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑𝑠 𝑠𝑢𝑠𝑡𝑎𝑖𝑛𝑎𝑏𝑙𝑦? https://x.com/mohossain/status/1977935692551332307?s=46 #AI #job #productivity #wage #gdp #m2 #fedrate #AI #job #productivity MoHissain @ennovance #job #wage #innovation #hospital #healthcare #education https://x.com/mohossain/status/2005033559791153289?s=46
December 27, 2025 at 10:00 PM
mohossain.bsky.social
🇺🇸𝟐𝟎𝟐𝟓: 𝐅𝐨𝐫𝐞𝐢𝐠𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐃𝐨𝐮𝐛𝐥𝐞 𝐃𝐨𝐰𝐧 𝐨𝐧 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐄𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐚𝐥𝐢𝐬𝐦

Even with April’s volatility and geopolitics wobble, foreign demand for U.S. assets climbed. Equities, bonds, and total flows all moved higher. America’s capital markets remain a global anchor — global capital still trusts the U.S.
🇺🇸𝟐𝟎𝟐𝟓: 𝐅𝐨𝐫𝐞𝐢𝐠𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐃𝐨𝐮𝐛𝐥𝐞 𝐃𝐨𝐰𝐧 𝐨𝐧 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐄𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐚𝐥𝐢𝐬𝐦 Even with April’s volatility and geopolitics wobble, foreign demand for U.S. assets climbed. Equities, bonds, and total flows all moved higher. America’s capital markets remain a global anchor — global capital still trusts the U.S. #investments #Ennovance @MoHossain Hossain https://x.com/mohossain/status/2005333546840260843?s=46 🇺🇸𝟐𝟎𝟐𝟓: 𝐅𝐨𝐫𝐞𝐢𝐠𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐃𝐨𝐮𝐛𝐥𝐞 𝐃𝐨𝐰𝐧 𝐨𝐧 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐄𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐚𝐥𝐢𝐬𝐦 Even with April’s volatility and geopolitics wobble, foreign demand for U.S. assets climbed. Equities, bonds, and total flows all moved higher. America’s capital markets remain a global anchor — global capital still trusts the U.S. #investments #Ennovance @MoHossain Hossain https://x.com/mohossain/status/2005333546840260843?s=46
December 28, 2025 at 5:46 PM
mohossain.bsky.social
Creative Destruction at Work?

717 corporate bankruptcies through Nov (+14% YoY), peak since 2010. Shift from retail to industrials signals broader cash‑flow stress. Should investors prioritize balance sheets, …. and monitor large restructurings for value plays?

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Creative Destruction at Work? 717 corporate bankruptcies through Nov (+14% YoY), peak since 2010. Shift from retail to industrials signals broader cash‑flow stress. Should investors prioritize balance sheets, free cash flow and firms that can maintain margins, and monitor large restructurings for value plays? ht washingtonpost #investor #credit #equity @ennovance @MoHossain https://x.com/mohossain/status/2005040458976952758?s=46 Creative Destruction at Work? 717 corporate bankruptcies through Nov (+14% YoY), peak since 2010. Shift from retail to industrials signals broader cash‑flow stress. Should investors prioritize balance sheets, free cash flow and firms that can maintain margins, and monitor large restructurings for value plays? ht washingtonpost #investor #credit #equity @ennovance @MoHossain https://x.com/mohossain/status/2005040458976952758?s=46
December 27, 2025 at 10:19 PM
mohossain.bsky.social
Where the Jobs Are Isn’t Where the Value Is: 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧, 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧, 𝐠𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭, 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐚𝐧𝐝 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐡𝐚𝐯𝐞 𝐚𝐥𝐥 𝐡𝐢𝐭 𝐚 𝐰𝐚𝐥𝐥.

𝑊𝑖𝑙𝑙 𝐴𝐼 𝑓𝑖𝑛𝑎𝑙𝑙𝑦 𝑑𝑒𝑙𝑖𝑣𝑒𝑟 𝑟𝑒𝑎𝑙 𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑖𝑣𝑖𝑡𝑦 𝑔𝑎𝑖𝑛𝑠 𝑛𝑒𝑥𝑡 𝑦𝑒𝑎𝑟. 𝑎𝑛𝑑 𝑙𝑖𝑓𝑡 𝐴𝑚𝑒𝑟𝑖𝑐𝑎𝑛𝑠’ 𝑙𝑖𝑣𝑖𝑛𝑔 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑𝑠 𝑠𝑢𝑠𝑡𝑎𝑖𝑛𝑎𝑏𝑙𝑦?

x.com/mohossain/st...
Where the Jobs Are Isn’t Where the Value Is: A Tale of Sectoral Imbalance. 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧, 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧, 𝐠𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭, 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐚𝐧𝐝 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐡𝐚𝐯𝐞 𝐚𝐥𝐥 𝐡𝐢𝐭 𝐚 𝐰𝐚𝐥𝐥. 𝑊𝑖𝑙𝑙 𝐴𝐼 𝑓𝑖𝑛𝑎𝑙𝑙𝑦 𝑑𝑒𝑙𝑖𝑣𝑒𝑟 𝑟𝑒𝑎𝑙 𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑖𝑣𝑖𝑡𝑦 𝑔𝑎𝑖𝑛𝑠 𝑛𝑒𝑥𝑡 𝑦𝑒𝑎𝑟. 𝑎𝑛𝑑 𝑙𝑖𝑓𝑡 𝐴𝑚𝑒𝑟𝑖𝑐𝑎𝑛𝑠’ 𝑙𝑖𝑣𝑖𝑛𝑔 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑𝑠 𝑠𝑢𝑠𝑡𝑎𝑖𝑛𝑎𝑏𝑙𝑦? https://x.com/mohossain/status/1977935692551332307?s=46 #AI #job #productivity #wage #gdp #m2 #fedrate #AI #job #productivity MoHissain @ennovance #job #wage #innovation #hospital #healthcare #education https://x.com/mohossain/status/2005033559791153289?s=46 Where the Jobs Are Isn’t Where the Value Is: A Tale of Sectoral Imbalance. 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧, 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧, 𝐠𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭, 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐚𝐧𝐝 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐡𝐚𝐯𝐞 𝐚𝐥𝐥 𝐡𝐢𝐭 𝐚 𝐰𝐚𝐥𝐥. 𝑊𝑖𝑙𝑙 𝐴𝐼 𝑓𝑖𝑛𝑎𝑙𝑙𝑦 𝑑𝑒𝑙𝑖𝑣𝑒𝑟 𝑟𝑒𝑎𝑙 𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑖𝑣𝑖𝑡𝑦 𝑔𝑎𝑖𝑛𝑠 𝑛𝑒𝑥𝑡 𝑦𝑒𝑎𝑟. 𝑎𝑛𝑑 𝑙𝑖𝑓𝑡 𝐴𝑚𝑒𝑟𝑖𝑐𝑎𝑛𝑠’ 𝑙𝑖𝑣𝑖𝑛𝑔 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑𝑠 𝑠𝑢𝑠𝑡𝑎𝑖𝑛𝑎𝑏𝑙𝑦? https://x.com/mohossain/status/1977935692551332307?s=46 #AI #job #productivity #wage #gdp #m2 #fedrate #AI #job #productivity MoHissain @ennovance #job #wage #innovation #hospital #healthcare #education https://x.com/mohossain/status/2005033559791153289?s=46 Where the Jobs Are Isn’t Where the Value Is: A Tale of Sectoral Imbalance. 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧, 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧, 𝐠𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭, 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐚𝐧𝐝 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐡𝐚𝐯𝐞 𝐚𝐥𝐥 𝐡𝐢𝐭 𝐚 𝐰𝐚𝐥𝐥. 𝑊𝑖𝑙𝑙 𝐴𝐼 𝑓𝑖𝑛𝑎𝑙𝑙𝑦 𝑑𝑒𝑙𝑖𝑣𝑒𝑟 𝑟𝑒𝑎𝑙 𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑖𝑣𝑖𝑡𝑦 𝑔𝑎𝑖𝑛𝑠 𝑛𝑒𝑥𝑡 𝑦𝑒𝑎𝑟. 𝑎𝑛𝑑 𝑙𝑖𝑓𝑡 𝐴𝑚𝑒𝑟𝑖𝑐𝑎𝑛𝑠’ 𝑙𝑖𝑣𝑖𝑛𝑔 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑𝑠 𝑠𝑢𝑠𝑡𝑎𝑖𝑛𝑎𝑏𝑙𝑦? https://x.com/mohossain/status/1977935692551332307?s=46 #AI #job #productivity #wage #gdp #m2 #fedrate #AI #job #productivity MoHissain @ennovance #job #wage #innovation #hospital #healthcare #education https://x.com/mohossain/status/2005033559791153289?s=46 Where the Jobs Are Isn’t Where the Value Is: A Tale of Sectoral Imbalance. 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧, 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧, 𝐠𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭, 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐚𝐧𝐝 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐡𝐚𝐯𝐞 𝐚𝐥𝐥 𝐡𝐢𝐭 𝐚 𝐰𝐚𝐥𝐥. 𝑊𝑖𝑙𝑙 𝐴𝐼 𝑓𝑖𝑛𝑎𝑙𝑙𝑦 𝑑𝑒𝑙𝑖𝑣𝑒𝑟 𝑟𝑒𝑎𝑙 𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑖𝑣𝑖𝑡𝑦 𝑔𝑎𝑖𝑛𝑠 𝑛𝑒𝑥𝑡 𝑦𝑒𝑎𝑟. 𝑎𝑛𝑑 𝑙𝑖𝑓𝑡 𝐴𝑚𝑒𝑟𝑖𝑐𝑎𝑛𝑠’ 𝑙𝑖𝑣𝑖𝑛𝑔 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑𝑠 𝑠𝑢𝑠𝑡𝑎𝑖𝑛𝑎𝑏𝑙𝑦? https://x.com/mohossain/status/1977935692551332307?s=46 #AI #job #productivity #wage #gdp #m2 #fedrate #AI #job #productivity MoHissain @ennovance #job #wage #innovation #hospital #healthcare #education https://x.com/mohossain/status/2005033559791153289?s=46
December 27, 2025 at 10:00 PM
mohossain.bsky.social
After years on ice, the US housing market may finally be thawing.

x.com/mohossain/st...
A century-plus of housing prices reminds us that homes weren’t always speculative assets—and don’t have to be. Thoughtful research cuts through nostalgia, panic, and myths with facts. Turns out, for most of the past 130 years, housing just kept up with inflation — and only recently became an “investment.” Perspective is a gift. 🏡📈 via washingtonpost https://www.washingtonpost.com/business/2025/10/20/cities-where-home-prices-have-changed-most-least-over-past-130-years/ #cre #realestate #realtor After years on ice, the US housing market may finally be thawing. 📈 Economists see 2026 as a potential reset: incomes catching up, more homes coming to market, steadier prices, and slightly lower mortgage rates. Not a boom — but progress, stability, and renewed opportunity. https://www.cnn.com/2025/12/26/business/trump-housing-market-reform-home-prices-2026 #cre #realestate #realtor #philadelphia #philly #loan #job #mortgage #healthcare #hospital #pennsylvania A century-plus of housing prices reminds us that homes weren’t always speculative assets—and don’t have to be. Thoughtful research cuts through nostalgia, panic, and myths with facts. Turns out, for most of the past 130 years, housing just kept up with inflation — and only recently became an “investment.” Perspective is a gift. 🏡📈 via washingtonpost https://www.washingtonpost.com/business/2025/10/20/cities-where-home-prices-have-changed-most-least-over-past-130-years/ #cre #realestate #realtor After years on ice, the US housing market may finally be thawing. 📈 Economists see 2026 as a potential reset: incomes catching up, more homes coming to market, steadier prices, and slightly lower mortgage rates. Not a boom — but progress, stability, and renewed opportunity. https://www.cnn.com/2025/12/26/business/trump-housing-market-reform-home-prices-2026 #cre #realestate #realtor #philadelphia #philly #loan #job #mortgage #healthcare #hospital #pennsylvania A century-plus of housing prices reminds us that homes weren’t always speculative assets—and don’t have to be. Thoughtful research cuts through nostalgia, panic, and myths with facts. Turns out, for most of the past 130 years, housing just kept up with inflation — and only recently became an “investment.” Perspective is a gift. 🏡📈 via washingtonpost https://www.washingtonpost.com/business/2025/10/20/cities-where-home-prices-have-changed-most-least-over-past-130-years/ #cre #realestate #realtor After years on ice, the US housing market may finally be thawing. 📈 Economists see 2026 as a potential reset: incomes catching up, more homes coming to market, steadier prices, and slightly lower mortgage rates. Not a boom — but progress, stability, and renewed opportunity. https://www.cnn.com/2025/12/26/business/trump-housing-market-reform-home-prices-2026 #cre #realestate #realtor #philadelphia #philly #loan #job #mortgage #healthcare #hospital #pennsylvania A century-plus of housing prices reminds us that homes weren’t always speculative assets—and don’t have to be. Thoughtful research cuts through nostalgia, panic, and myths with facts. Turns out, for most of the past 130 years, housing just kept up with inflation — and only recently became an “investment.” Perspective is a gift. 🏡📈 via washingtonpost https://www.washingtonpost.com/business/2025/10/20/cities-where-home-prices-have-changed-most-least-over-past-130-years/ #cre #realestate #realtor After years on ice, the US housing market may finally be thawing. 📈 Economists see 2026 as a potential reset: incomes catching up, more homes coming to market, steadier prices, and slightly lower mortgage rates. Not a boom — but progress, stability, and renewed opportunity. https://www.cnn.com/2025/12/26/business/trump-housing-market-reform-home-prices-2026 #cre #realestate #realtor #philadelphia #philly #loan #job #mortgage #healthcare #hospital #pennsylvania
December 27, 2025 at 8:55 PM
mohossain.bsky.social
Recession odds are dropping, but so is our wiggle room.
Recession odds are dropping, but so is our wiggle room. @mohossain @ennovance
December 27, 2025 at 6:10 PM
mohossain.bsky.social
EU Chemicals Industry: Will 2026 be a recovery — or a clearing?

Europe’s €635bn chemicals sector is entering its forced-marriage era.
📉 Share of global output: 27% → 13%
⚡ Energy costs: 2–5x US
🌍 Carbon costs Europe-only
📦 China now at 46% of global supply

www.bloomberg.com/news/article...
EU Chemicals Industry: Will 2026 be a recovery — or a clearing? Europe’s €635bn chemicals sector is entering its forced-marriage era. 📉 Share of global output: 27% → 13% ⚡ Energy costs: 2–5x US 🌍 Carbon costs Europe-only 📦 China now at 46% of global supply Closures rising, assets sub-scale, profits unsustainable. Consolidation isn’t strategy — it’s survival. 2026 won’t be a recovery. It’ll be a clearing. https://www.bloomberg.com/news/articles/2025-12-23/mergers-in-the-cards-for-europe-s-635-billion-chemicals-sector #privateequity #mergers #chemicals @AmerChemSociety @ennovance EU Chemicals Industry: Will 2026 be a recovery — or a clearing? Europe’s €635bn chemicals sector is entering its forced-marriage era. 📉 Share of global output: 27% → 13% ⚡ Energy costs: 2–5x US 🌍 Carbon costs Europe-only 📦 China now at 46% of global supply Closures rising, assets sub-scale, profits unsustainable. Consolidation isn’t strategy — it’s survival. 2026 won’t be a recovery. It’ll be a clearing. https://www.bloomberg.com/news/articles/2025-12-23/mergers-in-the-cards-for-europe-s-635-billion-chemicals-sector #privateequity #mergers #chemicals @AmerChemSociety @ennovance
December 27, 2025 at 5:48 PM
mohossain.bsky.social
M&A - Easy financing, regulators blinking, antitrust relaxing — suddenly CEOs are “transforming industries,” ambition inflates, and advisors smile ear-to-ear.

$4.5tn in deals. 68 megadeals. $135bn in fees. Yet total deal count hits a 9-year low. Size > volume.

www.ft.com/content/46b8...
Global M&A is back like it never left. Easy financing, regulators blinking, antitrust relaxing — suddenly CEOs are “transforming industries,” ambition inflates, and advisors smile ear-to-ear. $4.5tn in deals. 68 megadeals. $135bn in fees. Yet total deal count hits a 9-year low. Size > volume. Strategic buyers feast. #PE still chewing slowly — deal value up just 25% to ~$889bn. Exits remain hard, even in an “all systems go” market. Paper gains strong, liquidity optional. Prayers for M2/zero rate… and 2021 meme-time returns 🙏📈 #lbo #privateequity #lp #fund investor @ilpaorg @ennovance https://www.ft.com/content/46b87305-4bd7-4e64-81f9-ad6b9a9bc429
December 27, 2025 at 12:52 AM
mohossain.bsky.social
31,000+ unsold PE assets. High rates. Frozen exits. Paper gains ≠ liquidity. Fees are real. Markets always settle the bill — eventually
#Privateequity workaround? Continuation funds, firms selling companies to themselves
Paper IRRs look great… until cash exits matter
www.nytimes.com/2025/12/24/b...
31,000+ unsold PE assets. High rates. Frozen exits. Paper gains ≠ liquidity. Fees are real. Markets always settle the bill — eventually. #Privateequity workaround? Continuation funds — firms selling companies to themselves. Paper IRRs look great… until cash exits matter. Rot or adaptation? Should limited partners require independent fairness opinions, synchronized disclosure, and tighter voting timelines from private equity managers? https://www.nytimes.com/2025/12/24/business/private-equity-continuation-funds.html @ilpaorg @CampdenFB @ACGGlobal @IFC_org #fund #investor #lp #ennovance MoHossain #valuation exit deals PE VC https://x.com/mohossain/status/2004021502144815197?s=46 31,000+ unsold PE assets. High rates. Frozen exits. Paper gains ≠ liquidity. Fees are real. Markets always settle the bill — eventually. #Privateequity workaround? Continuation funds — firms selling companies to themselves. Paper IRRs look great… until cash exits matter. Rot or adaptation? Should limited partners require independent fairness opinions, synchronized disclosure, and tighter voting timelines from private equity managers? https://www.nytimes.com/2025/12/24/business/private-equity-continuation-funds.html @ilpaorg @CampdenFB @ACGGlobal @IFC_org #fund #investor #lp #ennovance MoHossain #valuation exit deals PE VC https://x.com/mohossain/status/2004021502144815197?s=46
December 25, 2025 at 2:56 AM
mohossain.bsky.social
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲’𝐬 𝐧𝐞𝐰 𝐥𝐢𝐪𝐮𝐢𝐝𝐢𝐭𝐲 𝐩𝐥𝐚𝐲: … sell the roof, keep the tenants. 77% of GPs plan minority stake sales in 24 months, GP‑stake deals rebounded to $3.5B YTD — but buyers want trophies, not the middle.

www.wsj.com/articles/mor...
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲’𝐬 𝐧𝐞𝐰 𝐥𝐢𝐪𝐮𝐢𝐝𝐢𝐭𝐲 𝐩𝐥𝐚𝐲: … sell the roof, keep the tenants. 77% of GPs plan minority stake sales in 24 months, GP‑stake deals rebounded to $3.5B YTD — but buyers want trophies, not the middle. Pick managers with proven exits, transparency and scale; the rest may be left on the auction block. https://www.wsj.com/articles/more-private-equity-firms-plan-to-sell-stakes-to-raise-cash-484e7630 Ennovance LBO Fund Investment LP merger acquisition ⬇️ https://x.com/mohossain/status/1922494155537719710?s=46 Ennovance MoHossain #mergers #privateequity #deals fund #investor 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲’𝐬 𝐧𝐞𝐰 𝐥𝐢𝐪𝐮𝐢𝐝𝐢𝐭𝐲 𝐩𝐥𝐚𝐲: … sell the roof, keep the tenants. 77% of GPs plan minority stake sales in 24 months, GP‑stake deals rebounded to $3.5B YTD — but buyers want trophies, not the middle. Pick managers with proven exits, transparency and scale; the rest may be left on the auction block. https://www.wsj.com/articles/more-private-equity-firms-plan-to-sell-stakes-to-raise-cash-484e7630 Ennovance LBO Fund Investment LP merger acquisition ⬇️ https://x.com/mohossain/status/1922494155537719710?s=46 Ennovance MoHossain #mergers #privateequity #deals fund #investor 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲’𝐬 𝐧𝐞𝐰 𝐥𝐢𝐪𝐮𝐢𝐝𝐢𝐭𝐲 𝐩𝐥𝐚𝐲: … sell the roof, keep the tenants. 77% of GPs plan minority stake sales in 24 months, GP‑stake deals rebounded to $3.5B YTD — but buyers want trophies, not the middle. Pick managers with proven exits, transparency and scale; the rest may be left on the auction block. https://www.wsj.com/articles/more-private-equity-firms-plan-to-sell-stakes-to-raise-cash-484e7630 Ennovance LBO Fund Investment LP merger acquisition ⬇️ https://x.com/mohossain/status/1922494155537719710?s=46 Ennovance MoHossain #mergers #privateequity #deals fund #investor
December 24, 2025 at 7:37 PM
mohossain.bsky.social
Private equity promised a 2025 comeback and delivered a $3.7T backlog of 31,000 companies while LPs wait for cash and distributions dry up.
…fundraising pain, and assets nobody wants to mark down.

x.com/mohossain/st...

www.nytimes.com/2025/12/23/b... Ennovance mohossain
Private equity promised a 2025 comeback and delivered a $3.7T backlog of 31,000 companies while LPs wait for cash and distributions dry up. Yes, Medline is a bright spot — but one IPO won’t erase years of weak returns, fundraising pain, and assets nobody wants to mark down. https://x.com/mohossain/status/2003907140462022981?s=46 https://www.nytimes.com/2025/12/23/business/private-equity-stock-market.html @ilpaorg @TheMiddleMarket @CIOonline #fund #investor @CampdenFB Ennovance mohossain
December 24, 2025 at 7:29 PM
mohossain.bsky.social
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐫𝐞𝐝𝐢𝐭 𝐣𝐮𝐬𝐭 𝐘𝐎𝐋𝐎’𝐝 𝐢𝐧𝐭𝐨 𝐭𝐡𝐞 𝐡𝐨𝐮𝐬𝐞𝐡𝐨𝐥𝐝 𝐛𝐚𝐥𝐚𝐧𝐜𝐞 𝐬𝐡𝐞𝐞𝐭:
Private credit firms bought $136bn of unsecured consumer loans in 2025 vs $10bn in 2024—huge push into credit cards & BNPL that lifts yields but heightens underwriting, delinquency and concentration risks

www.ft.com/content/1583...
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐫𝐞𝐝𝐢𝐭 𝐣𝐮𝐬𝐭 𝐘𝐎𝐋𝐎’𝐝 𝐢𝐧𝐭𝐨 𝐭𝐡𝐞 𝐡𝐨𝐮𝐬𝐞𝐡𝐨𝐥𝐝 𝐛𝐚𝐥𝐚𝐧𝐜𝐞 𝐬𝐡𝐞𝐞𝐭: Private credit firms bought $136bn of unsecured consumer loans in 2025 vs $10bn in 2024—huge push into credit cards & BNPL that lifts yields but heightens underwriting, delinquency and concentration risks; stress‑test exposures before allocating. https://www.ft.com/content/1583928d-08ec-4ae3-ab2f-ab07d9669fcf #riskarb #privatedebt #credit #investor $ 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐫𝐞𝐝𝐢𝐭 𝐣𝐮𝐬𝐭 𝐘𝐎𝐋𝐎’𝐝 𝐢𝐧𝐭𝐨 𝐭𝐡𝐞 𝐡𝐨𝐮𝐬𝐞𝐡𝐨𝐥𝐝 𝐛𝐚𝐥𝐚𝐧𝐜𝐞 𝐬𝐡𝐞𝐞𝐭: Private credit firms bought $136bn of unsecured consumer loans in 2025 vs $10bn in 2024—huge push into credit cards & BNPL that lifts yields but heightens underwriting, delinquency and concentration risks; stress‑test exposures before allocating. https://www.ft.com/content/1583928d-08ec-4ae3-ab2f-ab07d9669fcf #riskarb #privatedebt #credit #investor $
December 24, 2025 at 6:59 PM
mohossain.bsky.social
…𝐚 𝐧𝐨𝐫𝐦𝐚𝐥𝐢𝐳𝐞𝐝 𝐣𝐨𝐛 𝐦𝐚𝐫𝐤𝐞𝐭?

Another leg down in the Conference Board labor differential — now the weakest since Feb ’21. The “jobs plentiful vs. hard to get” spread is normalizing fast. Not a recession signal, …but does this give the Fed the cover to go dovish in 2025?

x.com/mohossain/st...
…𝐚 𝐧𝐨𝐫𝐦𝐚𝐥𝐢𝐳𝐞𝐝 𝐣𝐨𝐛 𝐦𝐚𝐫𝐤𝐞𝐭? Another leg down in the Conference Board labor differential — now the weakest since Feb ’21. The “jobs plentiful vs. hard to get” spread is normalizing fast. Not a recession signal, …but does this give the Fed the cover to go dovish in 2025? https://x.com/mohossain/status/2003342173354492093?s=46
December 23, 2025 at 5:41 PM
mohossain.bsky.social
Secondaries used to be the back door. Now they’re the liquidity runway.

$210B+ proj in 2025, fueled by record fundraises and LP/GP demand. VC secondaries? Still early innings. Only ~2% of unicorn value has traded.

x.com/mohossain/st...
Secondaries used to be the back door. Now they’re the liquidity runway. $210B+ proj in 2025, fueled by record fundraises and LP/GP demand. VC secondaries? Still early innings. Only ~2% of unicorn value has traded. https://x.com/mohossain/status/1769338835991670838?s=46
December 23, 2025 at 5:22 PM
mohossain.bsky.social
Strong Q3 print: 4.3% GDP, with consumers accelerating and businesses still investing in equipment + IP (including AI). Slower capex, yes — but still positive. Innovation + steady demand = constructive setup for long‑term growth.

www.wsj.com/economy/us-g...
Strong Q3 print: 4.3% GDP, with consumers accelerating and businesses still investing in equipment + IP (including AI). Slower capex, yes — but still positive. Innovation + steady demand = constructive setup for long‑term growth. https://www.wsj.com/economy/us-gdp-q3-2025-2026-6cbd079e
December 23, 2025 at 3:14 PM
mohossain.bsky.social
🇺🇸 While global unemployment hovers below 25-year norms, the U.S. leads the pack—low joblessness, strong consumer demand, and resilient credit. Moody’s sees stability even into 2026. American labor isn’t just surviving, it’s outperforming.

#gdp #growth #Unemployment #job $ #
x.com/mohossain/st...
🇺🇸 While global unemployment hovers below 25-year norms, the U.S. leads the pack—low joblessness, strong consumer demand, and resilient credit. Moody’s sees stability even into 2026. American labor isn’t just surviving, it’s outperforming. #gdp #growth #Unemployment #job $ # https://x.com/mohossain/status/2003342173354492093?s=46
December 23, 2025 at 5:51 AM
mohossain.bsky.social
In today’s housing market, people don’t buy homes — they buy mortgage rates. And nobody’s trading a 3% treasure for a 6% headache.

Home prices move every month; the real anchor is the rate you locked in. ~ 30mil HH, or 54% of primary mortgage-holders, have mortgage rates at or below 4%

ht: wsj
In today’s housing market, people don’t buy homes — they buy mortgage rates. And nobody’s trading a 3% treasure for a 6% headache. Home prices move every month; the real anchor is the rate you locked in. Nearly 30 million households, or 54% of primary mortgage-holders, have mortgage rates at or below 4% ht: wsj In today’s housing market, people don’t buy homes — they buy mortgage rates. And nobody’s trading a 3% treasure for a 6% headache. Home prices move every month; the real anchor is the rate you locked in. Nearly 30 million households, or 54% of primary mortgage-holders, have mortgage rates at or below 4% ht: wsj
December 23, 2025 at 5:39 AM
mohossain.bsky.social
𝐀𝐈 𝐢𝐬𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐦𝐨𝐝𝐞𝐥𝐬, 𝐢𝐭’𝐬 𝐭𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐛𝐨𝐧𝐝 𝐦𝐚𝐫𝐤𝐞𝐭𝐬.

$1.7tn of IG debt sold in 2025, nearly a Covid record, with ~30% funding data centers and power grids. Spreads were tight, now they’re widening as the AI capex bill lands.

…next credit cycle or CF?

x.com/mohossain/st...
𝐀𝐈 𝐢𝐬𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐦𝐨𝐝𝐞𝐥𝐬, 𝐢𝐭’𝐬 𝐭𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐛𝐨𝐧𝐝 𝐦𝐚𝐫𝐤𝐞𝐭𝐬. $1.7tn of IG debt sold in 2025, nearly a Covid record, with ~30% funding data centers and power grids. Spreads were tight, now they’re widening as the AI capex bill lands. Are hyperscalers building future cash flows… or the next credit cycle? https://www.ft.com/content/faa3d747-9a32-4219-93eb-a93c10502f06 https://x.com/mohossain/status/2003333222512414761?s=46 𝐀𝐈 𝐢𝐬𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐦𝐨𝐝𝐞𝐥𝐬, 𝐢𝐭’𝐬 𝐭𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐛𝐨𝐧𝐝 𝐦𝐚𝐫𝐤𝐞𝐭𝐬. $1.7tn of IG debt sold in 2025, nearly a Covid record, with ~30% funding data centers and power grids. Spreads were tight, now they’re widening as the AI capex bill lands. Are hyperscalers building future cash flows… or the next credit cycle? https://www.ft.com/content/faa3d747-9a32-4219-93eb-a93c10502f06 https://x.com/mohossain/status/2003333222512414761?s=46 𝐀𝐈 𝐢𝐬𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐦𝐨𝐝𝐞𝐥𝐬, 𝐢𝐭’𝐬 𝐭𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐛𝐨𝐧𝐝 𝐦𝐚𝐫𝐤𝐞𝐭𝐬. $1.7tn of IG debt sold in 2025, nearly a Covid record, with ~30% funding data centers and power grids. Spreads were tight, now they’re widening as the AI capex bill lands. Are hyperscalers building future cash flows… or the next credit cycle? https://www.ft.com/content/faa3d747-9a32-4219-93eb-a93c10502f06 https://x.com/mohossain/status/2003333222512414761?s=46 𝐀𝐈 𝐢𝐬𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐭𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐦𝐨𝐝𝐞𝐥𝐬, 𝐢𝐭’𝐬 𝐭𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐛𝐨𝐧𝐝 𝐦𝐚𝐫𝐤𝐞𝐭𝐬. $1.7tn of IG debt sold in 2025, nearly a Covid record, with ~30% funding data centers and power grids. Spreads were tight, now they’re widening as the AI capex bill lands. Are hyperscalers building future cash flows… or the next credit cycle? https://www.ft.com/content/faa3d747-9a32-4219-93eb-a93c10502f06 https://x.com/mohossain/status/2003333222512414761?s=46
December 23, 2025 at 5:18 AM
mohossain.bsky.social
Banks flush with cash + PE desperate for exits = $15B of deals and counting. PE exits now make up ~20% of PE deal value …“PE-to-bank pipeline” is the quietest boom in Europe.

M&A hack: if politicians block bank‑on‑bank deals, just buy from someone even less popular.

x.com/mohossain/st...
Banks flush with cash + PE desperate for exits = $15B of deals and counting. PE exits now make up ~20% of PE deal value in Europe, the “PE-to-bank pipeline” is the quietest boom in Europe. @EU_Commission M&A hack: if politicians block bank‑on‑bank deals, just buy from someone even less popular. Small deals today → political cover for big ones tomorrow → pave the way for real consolidation later. https://www.ft.com/content/31ea0d4b-59d8-45dc-8875-fc07761fce3c #deals #eu #lbo #mergers #PrivateEquity https://x.com/mohossain/status/2003329150128382239?s=46
December 23, 2025 at 5:02 AM
Reposted by Mo Hossain
mohossain.bsky.social
BofA FMS shows investors fully positioned for a 2026 profit boom—PMI and EPS acceleration powered by rate, tax, and tariff cuts.

But: …no Fed QE, no weaker oil, no affordability boost = CPI, yields, and the USD squeeze real returns.

x.com/mohossain/st... @ennovance #investments
BofA FMS shows investors fully positioned for a 2026 profit boom—PMI and EPS acceleration powered by rate, tax, and tariff cuts. But: …no Fed QE, no weaker oil, no affordability boost = CPI, yields, and the USD squeeze real returns. https://x.com/mohossain/status/2002443638014705786?s=46 @ennovance #investments
December 20, 2025 at 6:20 PM
mohossain.bsky.social
Hotels in the Red

RYG score for hotels fell to Red 33 in Q3 2025.
RevPAR growth negative YoY. Inflation-adjusted benchmarks slipping.
If supply/demand is “positive,” why is performance deteriorating? … or structurally reset? Is the recovery narrative overstated?

x.com/mohossain/st...
Hotels in the Red RYG score for hotels fell to Red 33 in Q3 2025. RevPAR growth negative YoY. Inflation-adjusted benchmarks slipping. If supply/demand is “positive,” why is performance deteriorating? For investors, the question isn’t occupancy — it’s pricing power: when inflation-adjusted revenue can’t recover, is the hotel cycle just paused… or structurally reset? Is the recovery narrative overstated? #CRE #Hotels #CMBS #Yolo #Philadelphia https://x.com/mohossain/status/2003319679108935808?s=46 Hotels in the Red RYG score for hotels fell to Red 33 in Q3 2025. RevPAR growth negative YoY. Inflation-adjusted benchmarks slipping. If supply/demand is “positive,” why is performance deteriorating? For investors, the question isn’t occupancy — it’s pricing power: when inflation-adjusted revenue can’t recover, is the hotel cycle just paused… or structurally reset? Is the recovery narrative overstated? #CRE #Hotels #CMBS #Yolo #Philadelphia https://x.com/mohossain/status/2003319679108935808?s=46 Hotels in the Red RYG score for hotels fell to Red 33 in Q3 2025. RevPAR growth negative YoY. Inflation-adjusted benchmarks slipping. If supply/demand is “positive,” why is performance deteriorating? For investors, the question isn’t occupancy — it’s pricing power: when inflation-adjusted revenue can’t recover, is the hotel cycle just paused… or structurally reset? Is the recovery narrative overstated? #CRE #Hotels #CMBS #Yolo #Philadelphia https://x.com/mohossain/status/2003319679108935808?s=46
December 23, 2025 at 4:28 AM
mohossain.bsky.social
Student loan delinquencies are rising fast—approaching GFC levels.

45M Americans restarted student loan payments in 2023, creating a budget squeeze.
Watch retail, housing, and credit card delinquencies.
x.com/mohossain/st...
Student loan delinquencies are rising fast—approaching GFC levels. 45M Americans restarted student loan payments in 2023, creating a budget squeeze. Student loan balances: • 11M owe $10K–$25K • 9M owe $25K–$50K • 3M owe $200K+ Watch retail, housing, and credit card delinquencies. History shows balance sheets adjust, credit reprices, and resilience emerges in new places. The question for investors: Where does capital flow next as households transition from stress to repair? #education #skills #Productivity #Philadelphia #housing #rent #realestate #realtor #Phl #college https://x.com/mohossain/status/2003312867903221920?s=46 Student loan delinquencies are rising fast—approaching GFC levels. 45M Americans restarted student loan payments in 2023, creating a budget squeeze. Student loan balances: • 11M owe $10K–$25K • 9M owe $25K–$50K • 3M owe $200K+ Watch retail, housing, and credit card delinquencies. History shows balance sheets adjust, credit reprices, and resilience emerges in new places. The question for investors: Where does capital flow next as households transition from stress to repair? #education #skills #Productivity #Philadelphia #housing #rent #realestate #realtor #Phl #college https://x.com/mohossain/status/2003312867903221920?s=46 Student loan delinquencies are rising fast—approaching GFC levels. 45M Americans restarted student loan payments in 2023, creating a budget squeeze. Student loan balances: • 11M owe $10K–$25K • 9M owe $25K–$50K • 3M owe $200K+ Watch retail, housing, and credit card delinquencies. History shows balance sheets adjust, credit reprices, and resilience emerges in new places. The question for investors: Where does capital flow next as households transition from stress to repair? #education #skills #Productivity #Philadelphia #housing #rent #realestate #realtor #Phl #college https://x.com/mohossain/status/2003312867903221920?s=46 Student loan delinquencies are rising fast—approaching GFC levels. 45M Americans restarted student loan payments in 2023, creating a budget squeeze. Student loan balances: • 11M owe $10K–$25K • 9M owe $25K–$50K • 3M owe $200K+ Watch retail, housing, and credit card delinquencies. History shows balance sheets adjust, credit reprices, and resilience emerges in new places. The question for investors: Where does capital flow next as households transition from stress to repair? #education #skills #Productivity #Philadelphia #housing #rent #realestate #realtor #Phl #college https://x.com/mohossain/status/2003312867903221920?s=46
December 23, 2025 at 4:01 AM