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Alts asset managers pulse check ! #Apolo #BlueOwl etc/ 'Board of peace'.. / Iran deadline, Crude hits 6mos highs

  • Writer: Stéphan
    Stéphan
  • 5 hours ago
  • 3 min read

  • Markets : Alts assets managers pulse check #BlueOwl #Apolo etc, #AI didn't make knowledge worthless, it made access to knowledge worthless, Ai has infinite 'knowledge' and zippo common sense nor wisdom !!, IS and Ai price war about to begin ??... (play accordingly), #Crude reacts to Iran threats as it should (6months highs), Les Wexner's full deposition on Epstein investigation (confirms a lot of things..), Nvidia and OpenAI abandon unfinished $100bn deal in favour of $30bn investment, | Pardoned Binance Founder Hobnobs With Trump Sons and Administration Officials at Mar-a-Lago Crypto Fest ... !! >>> equity markets continue to hold' overall, huge rotations though still going on, Alts fund managers now under pressure, it seems we go from one weakness/sector to another (unwinding? hedging? bigger things to come ?), FX pretty quiet with bonds, VIX had a meaningful move up, but no consequences, yet anyway, crude the natural 'Iran' clean bet..

  • Geopolitics : Trump just announced the U.S. will send $10 BILLION to his so-called “Board of Peace.” An offshore entity he controls. Where he’s chairman for life (grifting..outright illegal), Trump warns of 'bad things' if Iran doesn't make a deal as US ramps up military presence

  • Blue Owl curbs investor liquidity following asset sale, reminiscent of mid 2007/2008 and how it started, beware IF it spreads... it's all about the building blocks underneath.. perhaps the #IGV sell-off is some sorts of hedge (techs/SaaS private assets...),

  • British authorities have reportedly begun sending Pam Bondi copies of Prince Andrew's emails collected after his arrest with notes that say, "Since you spilled black all over your copies, here are fresh, uncensored copies that will help you finally arrest someone!"

  • |Advisers Want Trump to Focus on the Economy. It’s Easier Said Than Done. Foreign policy draws the president’s attention while voters raise concerns about the cost of living. (WSJ)





Can't make this up..



Change of mind..


Apollo’s $27.5 Billion Panic Two powerful teachers’ unions demand SEC investigation. Hint at massive pullout. “Apollo Seeks to Reassure Clients About Rowan’s Epstein Ties”











he's right.. what free speech... “free speech” is meaningless if the algos behind it aren’t transparent.... and clearly they are not.. all we have is some kind of ''guided speech'' these voices, kind of people (political usually) are boosted, others shadow‑banned, and we don’t 'really' know why (based on which ever web page we click on..etc)...calling that free speech is simply wrong or misplaced IMHO..

 
 
 

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