Remind me, what happened the last time we had large-scale, deliberate asset mis-valuations? I forget…
Big buyout firms are struggling to sell investments, so they’ve found a workaround: selling the companies to themselves. It shows the "rot in private equity," said the chief investment officer of the $83 billion Alaska Permanent Fund Corporation. nyti.ms/3NeXKWO
Investors Warn of ‘Rot in Private Equity’ as Funds Strike Circular Deals
Buyout firms have struggled to sell companies they own and have instead found a workaround to get cash back to clients: Selling the companies to themselves.
nyti.ms
December 24, 2025 at 11:51 PM
Remind me, what happened the last time we had large-scale, deliberate asset mis-valuations? I forget…
Before you chase funding, ask customers how they’d react to price changes. Run a quick survey or A/B test to gauge price elasticity—knowing it lets you set realistic valuations and fundraising targets. #MoneyTips #Business
December 24, 2025 at 11:42 PM
Before you chase funding, ask customers how they’d react to price changes. Run a quick survey or A/B test to gauge price elasticity—knowing it lets you set realistic valuations and fundraising targets. #MoneyTips #Business
Pakistan Super League Gets 12 Bids For Two New Teams Despite High Base Price Concerns: Report
Pakistan Super League 2026 draws 12 bids for two new teams from five continents as PCB sets a USD 4 million base price amid rising franchise valuations. Press Post
Pakistan Super League 2026 draws 12 bids for two new teams from five continents as PCB sets a USD 4 million base price amid rising franchise valuations. Press Post
Pakistan Super League Gets 12 Bids For Two New Teams Despite High Base Price Concerns: Report
Pakistan Super League 2026 draws 12 bids for two new teams from five continents as PCB sets a USD 4 million base price amid rising franchise valuations. Press Post
news.presspost.in
December 24, 2025 at 11:11 PM
Pakistan Super League Gets 12 Bids For Two New Teams Despite High Base Price Concerns: Report
Pakistan Super League 2026 draws 12 bids for two new teams from five continents as PCB sets a USD 4 million base price amid rising franchise valuations. Press Post
Pakistan Super League 2026 draws 12 bids for two new teams from five continents as PCB sets a USD 4 million base price amid rising franchise valuations. Press Post
Oh so it’s better to just pretend the AI valuations are accurate? Better for who and for how long?
December 24, 2025 at 10:28 PM
Oh so it’s better to just pretend the AI valuations are accurate? Better for who and for how long?
The Federal Reserve has recently sent investors a "silent warning" about the economy, and elevated valuations across the stock market have sparked concerns about an artificial intelligence (AI) bubble. Against that backdrop, history suggests the stock market will decline sharply in 2026.
December 24, 2025 at 10:28 PM
The Federal Reserve has recently sent investors a "silent warning" about the economy, and elevated valuations across the stock market have sparked concerns about an artificial intelligence (AI) bubble. Against that backdrop, history suggests the stock market will decline sharply in 2026.
When PE and VC funds rely on continuation funds to avoid market based valuations of their exits, we are in trouble
www.nytimes.com/2025/12/24/b...
www.nytimes.com/2025/12/24/b...
Investors Warn of ‘Rot in Private Equity’ as Funds Strike Circular Deals
www.nytimes.com
December 24, 2025 at 9:57 PM
When PE and VC funds rely on continuation funds to avoid market based valuations of their exits, we are in trouble
www.nytimes.com/2025/12/24/b...
www.nytimes.com/2025/12/24/b...
They are letting others pay for the capex and keep the equity. That’s how JVs work. The flip-side is ballooning lease and cloud liabilities.
The place to look for problems is not big tech companies, but private companies at astounding valuations, private equity, private credit and venture capital.
The place to look for problems is not big tech companies, but private companies at astounding valuations, private equity, private credit and venture capital.
December 24, 2025 at 9:02 PM
They are letting others pay for the capex and keep the equity. That’s how JVs work. The flip-side is ballooning lease and cloud liabilities.
The place to look for problems is not big tech companies, but private companies at astounding valuations, private equity, private credit and venture capital.
The place to look for problems is not big tech companies, but private companies at astounding valuations, private equity, private credit and venture capital.
Do the taxed assets include stock valuations? So many of the ultra rich have the majority of their wealth in stocks, giving them access to money, security, power, and influence, but we don't have a good way to tax that wealth until it gets used. We need to tax those assets as well.
December 24, 2025 at 7:42 PM
Do the taxed assets include stock valuations? So many of the ultra rich have the majority of their wealth in stocks, giving them access to money, security, power, and influence, but we don't have a good way to tax that wealth until it gets used. We need to tax those assets as well.
“The risk, investors say, is that the insular nature of these sales — where the private equity firm is both the buyer and seller — is leading to questionable valuations and unrealistic projections, leaving investors vulnerable to painful surprises.”
Great/troubling story by Maureen Farrell
Great/troubling story by Maureen Farrell
December 24, 2025 at 5:48 PM
“The risk, investors say, is that the insular nature of these sales — where the private equity firm is both the buyer and seller — is leading to questionable valuations and unrealistic projections, leaving investors vulnerable to painful surprises.”
Great/troubling story by Maureen Farrell
Great/troubling story by Maureen Farrell
Bubble watch, pt 2:
"The risk, investors say, is that the insular nature of these sales, where the private equity firm is both the buyer and seller, is leading to questionable valuations and unrealistic projections, leaving investors vulnerable to painful surprises"
www.nytimes.com/2025/12/24/b...
"The risk, investors say, is that the insular nature of these sales, where the private equity firm is both the buyer and seller, is leading to questionable valuations and unrealistic projections, leaving investors vulnerable to painful surprises"
www.nytimes.com/2025/12/24/b...
Investors Warn of ‘Rot in Private Equity’ as Funds Strike Circular Deals
www.nytimes.com
December 24, 2025 at 5:47 PM
Bubble watch, pt 2:
"The risk, investors say, is that the insular nature of these sales, where the private equity firm is both the buyer and seller, is leading to questionable valuations and unrealistic projections, leaving investors vulnerable to painful surprises"
www.nytimes.com/2025/12/24/b...
"The risk, investors say, is that the insular nature of these sales, where the private equity firm is both the buyer and seller, is leading to questionable valuations and unrealistic projections, leaving investors vulnerable to painful surprises"
www.nytimes.com/2025/12/24/b...
🆓 Wednesday links: tech stock valuations, private equity rot, and rising car payments. abnormalreturns.com/2025/12/24/w...
image: chartkidmatt.com/p/beware-of-...
image: chartkidmatt.com/p/beware-of-...
Wednesday links: private equity rot
December 24, 2025
abnormalreturns.com
December 24, 2025 at 5:05 PM
🆓 Wednesday links: tech stock valuations, private equity rot, and rising car payments. abnormalreturns.com/2025/12/24/w...
image: chartkidmatt.com/p/beware-of-...
image: chartkidmatt.com/p/beware-of-...
🚀 End 2025 with a clear view of the RegTech M&A landscape.
Join us Dec 30 at 11 AM for insights on deal activity, valuations, and where buyers are focusing next.
www.wfs.com/webcasts/tec...
#RegTech #RegulatoryTech #WFSExecEdu
Join us Dec 30 at 11 AM for insights on deal activity, valuations, and where buyers are focusing next.
www.wfs.com/webcasts/tec...
#RegTech #RegulatoryTech #WFSExecEdu
December 24, 2025 at 3:58 PM
🚀 End 2025 with a clear view of the RegTech M&A landscape.
Join us Dec 30 at 11 AM for insights on deal activity, valuations, and where buyers are focusing next.
www.wfs.com/webcasts/tec...
#RegTech #RegulatoryTech #WFSExecEdu
Join us Dec 30 at 11 AM for insights on deal activity, valuations, and where buyers are focusing next.
www.wfs.com/webcasts/tec...
#RegTech #RegulatoryTech #WFSExecEdu
"The risk, investors say, is that the insular nature of these sales — where the private equity firm is both the buyer and seller — is leading to questionable valuations and unrealistic projections, leaving investors vulnerable to painful surprises." www.nytimes.com/2025/12/24/b...
Investors Warn of ‘Rot in Private Equity’ as Funds Strike Circular Deals
www.nytimes.com
December 24, 2025 at 3:48 PM
"The risk, investors say, is that the insular nature of these sales — where the private equity firm is both the buyer and seller — is leading to questionable valuations and unrealistic projections, leaving investors vulnerable to painful surprises." www.nytimes.com/2025/12/24/b...
The funny thing is most of wall street knows that this cannot be sustained yet they continue to sell it. If you trust the people relaying information and today's valuations, then by all means continue adding your retirement to this. I'll just sit on the sidelines right now and watch. Blood pressure!
December 24, 2025 at 3:41 PM
The funny thing is most of wall street knows that this cannot be sustained yet they continue to sell it. If you trust the people relaying information and today's valuations, then by all means continue adding your retirement to this. I'll just sit on the sidelines right now and watch. Blood pressure!
keep stock valuations high, and divert attention from present problems (production issues, quality concerns, labor conditions, regulatory lawsuits). (20/26)
December 24, 2025 at 3:23 PM
keep stock valuations high, and divert attention from present problems (production issues, quality concerns, labor conditions, regulatory lawsuits). (20/26)
5 Great undervalued growth stocks the market is still misreading 🧵
Valuations are compressing while fundamentals is improve. A few stocks stand out where execution is accelerating but multiples have not rerated. 👇
Valuations are compressing while fundamentals is improve. A few stocks stand out where execution is accelerating but multiples have not rerated. 👇
December 24, 2025 at 2:57 PM
5 Great undervalued growth stocks the market is still misreading 🧵
Valuations are compressing while fundamentals is improve. A few stocks stand out where execution is accelerating but multiples have not rerated. 👇
Valuations are compressing while fundamentals is improve. A few stocks stand out where execution is accelerating but multiples have not rerated. 👇
"The risk, investors say, is that the insular nature of these sales — where the private equity firm is both the buyer and seller — is leading to questionable valuations and unrealistic projections, leaving investors vulnerable to painful surprises."
www.nytimes.com/2025/12/24/b...
www.nytimes.com/2025/12/24/b...
Investors Warn of ‘Rot in Private Equity’ as Funds Strike Circular Deals
www.nytimes.com
December 24, 2025 at 2:46 PM
"The risk, investors say, is that the insular nature of these sales — where the private equity firm is both the buyer and seller — is leading to questionable valuations and unrealistic projections, leaving investors vulnerable to painful surprises."
www.nytimes.com/2025/12/24/b...
www.nytimes.com/2025/12/24/b...
AI startup valuations are inflated despite little or no revenue, creating a significant bubble that could worsen before market correction.
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briefly.co
December 24, 2025 at 2:34 PM
AI startup valuations are inflated despite little or no revenue, creating a significant bubble that could worsen before market correction.
"what is the reason for property taxes going up like this?" It's not tax levels. It's assessed valuations. Why do these values crank unreasonably? Because "starter homes" get purchased for "investment property" and drive EVERYTHING toward a $300K purchase price. Bidding against cash offers. 2/
December 24, 2025 at 2:38 PM
"what is the reason for property taxes going up like this?" It's not tax levels. It's assessed valuations. Why do these values crank unreasonably? Because "starter homes" get purchased for "investment property" and drive EVERYTHING toward a $300K purchase price. Bidding against cash offers. 2/
Voters don't intuit that bond yields affect currency valuations affect foreign tourism, but Japanese populists now depend on low yields to depress the yen to maintain the supply of obnoxious foreign tourists to buoy their agenda. robinjbrooks.substack.com/…
December 24, 2025 at 2:32 PM
Voters don't intuit that bond yields affect currency valuations affect foreign tourism, but Japanese populists now depend on low yields to depress the yen to maintain the supply of obnoxious foreign tourists to buoy their agenda. robinjbrooks.substack.com/…
Top 5 Ways Data Quality Impacts AVM Accuracy
Clean, accurate property data is key to reliable AVMs. Missing or outdated data can skew valuations, while strong data practices improve trust, insights, and lending decisions.
Read more: habiledata.medium.com/data-quality...
#DataQuality #realestatedata
Clean, accurate property data is key to reliable AVMs. Missing or outdated data can skew valuations, while strong data practices improve trust, insights, and lending decisions.
Read more: habiledata.medium.com/data-quality...
#DataQuality #realestatedata
Top 5 Ways Data Quality Impacts Your AVM Accuracy
Explore 5 ways data quality impacts AVM accuracy across pricing, comps, and risk. Learn why clean property data drives better valuation…
habiledata.medium.com
December 24, 2025 at 1:37 PM
Top 5 Ways Data Quality Impacts AVM Accuracy
Clean, accurate property data is key to reliable AVMs. Missing or outdated data can skew valuations, while strong data practices improve trust, insights, and lending decisions.
Read more: habiledata.medium.com/data-quality...
#DataQuality #realestatedata
Clean, accurate property data is key to reliable AVMs. Missing or outdated data can skew valuations, while strong data practices improve trust, insights, and lending decisions.
Read more: habiledata.medium.com/data-quality...
#DataQuality #realestatedata
These 6 stocks will lead the $1 trillion chip surge in 2026, BofA says
The artificial intelligence boom isn't cooling off — it's getting bigger, Bank of America analyst Vivek Arya contends. While AI skeptics have pointed to eye-popping valuations as a reason to run, Arya said the industry is only…
The artificial intelligence boom isn't cooling off — it's getting bigger, Bank of America analyst Vivek Arya contends. While AI skeptics have pointed to eye-popping valuations as a reason to run, Arya said the industry is only…
These 6 stocks will lead the $1 trillion chip surge in 2026, BofA says
The artificial intelligence boom isn't cooling off — it's getting bigger, Bank of America analyst Vivek Arya contends. While AI skeptics have pointed to eye-popping valuations as a reason to run, Arya said the industry is only at the "midpoint" of a decade-long transformation, and it's being led by Nvidia (NVDA) and Broadcom (AVGO). Prediction Market powered by In a report titled "2026 Year Ahead: choppy, still cheerful," Arya forecast a 30% year-over-year surge in global semiconductor sales that will finally push the sector past a historic $1 trillion annual sales milestone in 2026.
todayheadline.co
December 24, 2025 at 1:26 PM
These 6 stocks will lead the $1 trillion chip surge in 2026, BofA says
The artificial intelligence boom isn't cooling off — it's getting bigger, Bank of America analyst Vivek Arya contends. While AI skeptics have pointed to eye-popping valuations as a reason to run, Arya said the industry is only…
The artificial intelligence boom isn't cooling off — it's getting bigger, Bank of America analyst Vivek Arya contends. While AI skeptics have pointed to eye-popping valuations as a reason to run, Arya said the industry is only…
PBOC Steady Policy: How Central Bank Communication Shapes Currency Markets The People's Bank of China's recent emphasis on long-term growth over aggressive stimulus offers a window into how central bank communication directly influences currency valuations and capital flows.
December 24, 2025 at 12:20 PM
PBOC Steady Policy: How Central Bank Communication Shapes Currency Markets The People's Bank of China's recent emphasis on long-term growth over aggressive stimulus offers a window into how central bank communication directly influences currency valuations and capital flows.
The crypto market downturn has exposed a significant gap between VC valuations and market caps. Meanwhile, analysis suggests Bitcoin may not have truly hit $100K when adjusted for inflation. Interesting to see how these factors influence broader market sentiment. #Crypto #NFTs
December 24, 2025 at 11:21 AM
During periods of rising inflation, both stocks and bonds declined simultaneously, eliminating the diversification benefit investors relied upon. When the Federal Reserve aggressively raised rates to combat inflation, bond prices fell sharply while equity valuations also
December 24, 2025 at 11:20 AM
During periods of rising inflation, both stocks and bonds declined simultaneously, eliminating the diversification benefit investors relied upon. When the Federal Reserve aggressively raised rates to combat inflation, bond prices fell sharply while equity valuations also