Your gateway to a free society
Article
"Massive Culling" Imminent For Alt Managers, Soros Fund CEO Warns
"Massive Culling" Imminent For Alt Managers, Soros Fund CEO Warns
Authored by Lance Roberts via RealInvestmentAdvice.com,
Dawn Fitzpatrick says overallocated LPs, frozen distributions, and mounting margin-call risk are converging into a sector-wide shakeout. Such will eventually separate survivors from the casualties. I used Claude to source data on private credit and equity funds, sources disclosed at the end.
In July 2024, I penned an article entitled “Private Equity: Why Am I So Lucky,” which began with:
“Lately, I have been getting many questions about investing in private equity. Such is common during raging bull markets, as individuals seek higher rates...
aboutLiberty Portal
Liberty Portal is your gateway for free markets and free thinking. We aggregate open-sourced content to promote and popularize important people and lessons within the liberty movement.
suggested
Mar 25, 2026 / Tyler Durden
Walgreens Gives Bodycams To Employees After Rise In Retail Assaults
Walgreens Gives Bodycams To Employees After Rise In Retail Assaults
As most Americans are now well aware, national retail theft has seen a significant spike since 2021, with total shoplifting incidents increasing by roughly 53% between 2021 and 2024 based on industry data. This has led to sweeping policy changes to retail businesses, specifically in urban locations, and long aisles of locked glass cases are only the beginning.
In the case of Walgreens, the company has closed a significant number of locations in high crime areas since 2024 as part...
Read more
Jun 4, 2026 / Tyler Durden
Jobless Claims Jump As US Tech Firms Announce Most Job Cuts In 2 Years
Jobless Claims Jump As US Tech Firms Announce Most Job Cuts In 2 Years
The number of Americans filing for unemployment benefits for the first time jumped to its highest in three months last week at 225k (215k exp), but this remains well within the range of the last five years...
Source: Bloomberg
The biggest increase in initial claims came from California while Texas saw the biggest decline...
Continuing Jobless Claims dipped to 1.777 million Americans (remaining below the 1.8mm Maginot Line), just above two year lows...
Source: Bloomberg
However, despite the seemingly solid claims...
Read more
Apr 29, 2026 / Tyler Durden
MSFT Dumps As CapEx Disappoints, Despite Top- & Bottom-Line Beat
MSFT Dumps As CapEx Disappoints, Despite Top- & Bottom-Line Beat
Heading into the "biggest earnings day ever", MSFT was near the bottom of the Mag7 group, down 22% from its 52-week high, with capacity constraints hampering growth and CapEx concerns weighing down the stock.
Microsoft has guided to roughly $80 billion in AI data center spending this fiscal year, and the Street wants to know if that money is actually getting deployed.
The headline results were solid and prompted initial gains in MSFT after hours as it beat top- and bottom-line:
*MICROSOFT 3Q...
Read more
support
If you like what we do and want to support us, then you are a fine humanitarian. Click the link below to find out more.
Support the liberty movement
Want to get in touch?