Mo Hossain
@MoHossain
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CIO, MP @Ennovance | Dad, husband, friend 24/7 | Allocating capital with a soft spot for big-picture thinking | Curious learner & reflection sharerโno advice!
Joined March 2009
โ๐๐ก๐ ๐๐ ๐ฅ๐๐ซ๐ ๐๐ฌ๐ญ ๐๐จ๐ฆ๐ฉ๐๐ง๐ข๐๐ฌ ๐ซ๐๐ฉ๐ซ๐๐ฌ๐๐ง๐ญ ~๐๐% ๐จ๐ ๐ญ๐ก๐ ๐ฆ๐๐ซ๐ค๐๐ญ ๐๐๐ฉ ๐จ๐ ๐ญ๐ก๐ ๐&๐ ๐๐๐โโsounds dominant, but that leaves 60% for 490+ companies to shine. The stage is set for the next market rockstars. ๐ . h/t:GS .#Investing $spx #
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RT @MoHossain: ๐จ๐ณ๐ธ Nvidia & AMD now owe 15% of China AI chip sales to the U.S. gov to keep exports flowing. A transparency tax or a Trojanโฆ.
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๐๐ฅ๐๐ฏ๐๐ญ๐๐ ๐๐จ๐ซ๐ฉ๐จ๐ซ๐๐ญ๐ ๐ฆ๐๐ซ๐ ๐ข๐ง๐ฌ ๐๐ซ๐ ๐ฌ๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ๐ข๐ง๐ ๐ซ๐๐๐จ๐ซ๐-๐ฅ๐๐ฏ๐๐ฅ ๐๐ฎ๐ฒ๐๐๐๐ค๐ฌ. ๐บ๐ธUS companies are setting new records in 2025 buybacksโ$983.6 billion repurchased so far and on pace for $1.1 trillion+ by year-end. This mega repurchase
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๐ Markets are hypersensitive to data releases, but thereโs a catch: ๐๐๐ญ๐ ๐ช๐ฎ๐๐ฅ๐ข๐ญ๐ฒ ๐ข๐ฌ ๐๐๐ญ๐๐ซ๐ข๐จ๐ซ๐๐ญ๐ข๐ง๐ ๐๐๐๐ฅ๐ฒ. Government survey response rates have plunged (payrolls -18pp, unemployment -16pp, CPI -10pp), creating massive uncertainty bands around key
๐จ ๐๐๐ญ๐ ๐๐ฎ๐๐ฅ๐ข๐ญ๐ฒ ๐๐ฅ๐๐ซ๐ญ: shaky US economic data is raising alarmsโbut authorities arenโt moving fast enough to fix it, says Reuters poll. ๐โณ . #Economy #DataCrisis #Reuters #news.
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Will tomorrowโs CPI print light up the housing ATM or pull a Bat-Signal for PEโs 30K+ portfolio sales? With payrolls deflating like a soufflรฉ and jobs still snug, Fed scribes might erase 2%, invite #MMT to tea, and charge tariffs at the door?!? โ๐ช . #inflation #m2 #Fed.
July CPI is the big release this week. Core prices are expected to have risen 0.31%, which would bring the 12-month increase to 3.1% (from 2.9% in June and 2.8% in May). Headline prices are expected to have risen 0.24%, which would lift the 12-month measure to 2.8%.
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RT @MoHossain: A new wave of young investors whoโve only known bull markets is swooping in to buy every dipโfueling rallies in tech giantsโฆ.
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RT @MoHossain: The U.S. remains the worldโs most dynamic economy. New business formation is surgingโup significantly from last year, signalโฆ.
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RT @MoHossain: ๐๐ ๐๐ฎ๐ง๐ ๐๐ซ ๐๐๐ฆ๐๐ฌ? ๐จ 41% of all VC funding this year has gone to just 10 startupsโ8 of them AI. With OpenAI, xAI, and Anthropiโฆ.
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New rules mean 401(k) plans can now include private funds and digital assetsโoffering more choices but exposing retirees to steeper costs and higher volatility than ever. More via @FT โฌ๏ธ.#Privateequity #privatecredit #RIA #investor
Slipping caviar into a tuna sandwich; private equity is your portfolioโs daredevilโstrapped in for wild returns, but youโve got to love the liquidity loop-de-loops. RIA: Super-size fee du jour ๐ป.Super-size fee du jour: your friendly RIAโs pocket-sized solution via alt-assets.
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RT @MoHossain: ๐๐จ๐ฆ๐๐ข๐ ๐
๐ฎ๐ง๐๐ฌ ๐๐๐ฎ๐ง๐ญ ๐๐ซ๐ข๐ฏ๐๐ญ๐ ๐๐ช๐ฎ๐ข๐ญ๐ฒ: $๐.๐๐ ๐๐ซ๐๐ฉ๐ฉ๐๐ ๐๐ฌ ๐๐ฑ๐ข๐ญ๐ฌ ๐๐ซ๐ฒ ๐๐ฉ. Private equity investors are facing a liquidity crunch asโฆ.
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๐จ๐ณ๐ธ Nvidia & AMD now owe 15% of China AI chip sales to the U.S. gov to keep exports flowing. A transparency tax or a Trojan horse?. If regulation makes smuggling unprofitableโlike legalizing weed or state-run lotteriesโcould this reshape the gray market around chips?
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๐๐ ๐๐ฎ๐ง๐ ๐๐ซ ๐๐๐ฆ๐๐ฌ? ๐จ 41% of all VC funding this year has gone to just 10 startupsโ8 of them AI. With OpenAI, xAI, and Anthropic leading the charge, investors are chasing consensus bets in a high-stakes, risk-on landscape. Diversification? Optional. ht @PitchBook
Big tech investors push generative.Al fundraising to record highs. ๐ฅ#ai #Productivity #artificalintelligence #VentureCapital #investor #tech
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A new wave of young investors whoโve only known bull markets is swooping in to buy every dipโfueling rallies in tech giants and meme stocks alike. Their โgamifiedโ trading apps and risk-on mindset may even soften future sell-offs. #BuyTheDip #Investing #Stock. More via @WSJ โฌ๏ธ
Retail investors are emerging as a powerful force in private markets, driving rapid growth and prompting alternative asset managers to create new access points through partnerships and innovative fund structures like evergreen and semi-liquid vehicles. While this shift broadens
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The U.S. remains the worldโs most dynamic economy. New business formation is surgingโup significantly from last year, signaling strong entrepreneurial momentum.
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RT @MoHossain: Could drug import tariffs climb to 250%? Plans call for modest levies now, ramping up to 150% and then 250% within a yearโaiโฆ.
cnbc.com
Trump said he will initially impose a "small tariff" on pharmaceuticals, but then in a year to a year and a half, he will raise that rate to 150% and then 250%.
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RT @MoHossain: Valuation leapt from $300 bn to $500 bn in days, implying a 25ร multiple on $20 bn ARR. With revenue set to quadruple and 1โฆ.
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RT @MoHossain: Edtechโs pandemic roller-coaster was thrillingโuntil it wasnโt. Duolingoโs the lone thrill ride, while everyone else is stucโฆ.
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RT @MoHossain: ๐ง Boom time continues โฆ. State & local construction spending hit a record $477B (SAAR) in June โ25. From roads to schools,โฆ.
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RT @MoHossain: App startups leveraging prebuilt AI agents can now reach Series A with 80% less seed funding, upending traditional VC dilutiโฆ.
axios.com
AI is huge. And also could make some things smaller.
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RT @MoHossain: Exclusive | #ActivistInvestorย Starboard Value Builds Over 9% Stake in Engineering-Materials Maker Rogers. An activist hedgeโฆ.
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