Monthly Archives: February 2026

Private Equity’s Dry Spell Worse Than 2008 Crisis

Private equity returned fewer profits to investors for a fourth straight year as the industry sat on $3.8 trillion of unsold assets and struggled to raise money for new funds. Distributions as a percentage of net asset value remained at … Continue reading

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Price discovery brutal awakening from ‘easy money’ era

From 2009 to 2022, alternative and private lenders multiplied as traditional banks tightened underwriting standards and yield-starved investors looked beyond conventional options. As usual, ‘easy money’ led to overconfident, under-analyzed allocation decisions across many asset classes at once. Real estate … Continue reading

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Citrini AI Report Co-Author Talks ‘Scare-Trade’ Selloff & Disruption

Thinking ahead is challenging and important to try… The artificial intelligence “scare trade” erupted again on Monday as growing concerns about the disruptive power of AI dragged down shares of delivery, payments and software companies, and sent International Business Machines … Continue reading

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