The Bid-Ask Gap Problem: 43% of PE Say Pricing Is #1 Risk
The bid-ask gap is freezing deal flow, private credit fears are shifting toward liquidity risk, the U.S. South is outperforming as PE’s quiet powerhouse, and college sports just became a bona fide investable asset class.
Turbine Capital: The Strategic Rationale for U.S. Oil & Gas Investment and Tax-Efficient Energy Capital
The U.S. energy sector remains one of the most resilient and financially compelling markets for investors seeking tax efficiency, stable cash flow, and returns naturally protected against inflation.
Returns, Rates & Roadblocks: The State of Private Markets
A clear look at how Fed pivots, valuation gaps, and semiliquid PE returns are reshaping private markets—and where private credit continues to pull ahead.
For decades, investors have tried to interpret the cadence of the Federal Reserve’s policy cycle — when to expect the next rate cut, how to allocate across asset classes, and which indicators truly signal a durable recovery.