CARLYLE: "Higher goods prices might crowd out services spending, generating offsetting reductions in the price of airfares and hotel stays, as had been observed in recent months"

PIMCO highlighting the role of the U.S. dollar across global markets. "U.S. dollar almost certain to remain dominant reserve currency given lack of alternatives" - Peder Beck-Friis

“People say homes were cheaper in the ’80s. Sure — but they earned less and paid 15% mortgages.” .– Brian Jacobs of @DrawdownPatrol . Today’s housing feels expensive because we anchor to 2.5% rates from 2021. Context changes the story.

APOLLO: In 1960, spending on housing, healthcare and tuition made up 22% of consumer spending for the average US household. Today those spending categories make up 37%.

At the start of the decade, India was less than 9% of MSCI EM, and China was 34%. More than 15 points have been shaved from this spread to date. @ManGroup

Global secondary volume hit a record of $162 billion last year, a 45% increase over 2023. @Jefferies

UBS' Paul Donovan: The US experienced a dramatic factory building boom from 2021-2024. Spending on manufacturing building by all sorts of companies went from around 3.5% of the manufacturing economy to 8%. Relative to the overall economy, factory building is at levels not seen in

Outside of the top 10 stocks, S&P 500 forward profits haven't grown in three years. @SocieteGenerale

“Experts develop their expertise in how the world used to be.” — @Ritholtz quoting Paul Graham. On the show, Barry breaks down why even great models fail:. → They assume the future looks like the past. → But when it doesn’t? Boom — underperformance or blow-ups.

VeriSign today operates ~ 157 million .com and 13 million .net domain names, accounting for about 46% of global domain registrations. Renewal rates for .com and .net are in the 75% to 80% range, much higher than the 20% to 25% renewal rate of new domain names. @Fairlight_Cap

"Computer science is the language of the modern world.".Carl Kawaja (Capital Group) shares why it's still one of the most valuable fields of study. #CarlKawaja #CapitalGroup #ComputerScience #TechEducation #FinancePodcast

A 20% down payment on a single-family home now represents 100% of annual household income. @jpmorgan

Outlook for Stablecoins - Apollo. Stablecoins are now the 18th largest external holder of Treasuries.

This week marks six months since the broader market first digested the emergence of DeepSeek. Since then, the equal-weighted Mag-7 index has underperformed the S&P 500—but it's now within a whisker of catching up. Note: @Meta & @Microsoft report earnings tonight. @DeutscheBank

RT @jrichlive: “There’s this convergence with economics and national security that I’ve never seen before. Having a lower cost of capital i….