#private-equity-impact

#private-equity-impact

Cursor is nearing a funding round of at least $2 billion, with returning investors Thrive and Andreessen Horowitz expected to lead the financing at a $50 billion valuation. The deal terms are not final and may still change.

Annaly's dividend coverage is tight but intact. The company paid $0.70 per share quarterly throughout 2025, and its non-GAAP earnings available for distribution covered that payout in every quarter, ranging from $0.72 to $0.73 per share.

Launching a fund used to be a real test of endurance, with timelines often stretching across many months. The process demanded patience that many ambitious founders found difficult to sustain.

"This is a system shock," says Nigel Green, CEO of deVere Group. "You have a material energy supply disruption and a structural shift toward fragmentation."

Goldman Sachs' Chief Equity Strategist Peter Oppenheimer has called the recent sell-off in U.S. tech stocks a rare 'buying opportunity,' suggesting that the current market conditions may favor investment in this sector.

The Invesco DB Commodity Index Tracking Fund (NYSEARCA:DBC) is up 42% over the past year, and nearly 29% year-to-date. These gains reflect a war that has scrambled global commodity supply chains from crude oil to wheat to fertilizer.

The Vanguard S&P 500 ETF offers pure market beta at an expense ratio of 0.03%, with top holdings like NVIDIA and Apple making up over 36% of the fund.

"I'm surprised by how neutral the rule was, when you think about the massive amount of lobbying there's been around it. It doesn't say certain assets are good or bad. Instead, it really focuses on making a rules-based framework instead of a litigation-based one."

Walmart employs more people than the Chinese Liberation Army, illustrating its growth from a mom-and-pop operation to a major employer in the U.S.

If you are using this as a fixed income substitute, you're going to have some really mad clients if and when there is an actual bear market.

Capital Southwest is an internally managed BDC that provides loans to lower-middle-market companies and earns interest on those loans. It borrows at lower rates, lends at higher rates, and passes the spread through to shareholders as income.