iphawk

Likewise with board members and the csuite.

Software names should be buying back their stock by the dumpster truck at some of these levels.

The whoosh down around 2:15pm or so kind of felt like a tech bottom.

No. Are you able to share?

Blackstone Private Credit Fund (BCRED) Institutional-quality private credit for income-focused investors

Private Credit is also stuffed with software companies.

BCRED is 26% software, the largest sector in the fund.

I am really happy we totally redeemed out of PC in January. Our fund/sponsor is very good, but this might all waterfall down and gated. Guilty by association.

www.bcred.com/overview/

I am watching for outflows in IBIT.

BDC's, Private Equity, and Private Credit stocks getting totally destroyed as well.

Totally failed something I was trying to create. "AI" makes specific tasks and analysis really easy. Other things its a total fail.

Anyone who nails the Software massacre rebound will make a lot of money. The sentiment and charts are an absolute train wreck.

Japan ripping another 3%. ExUS has been quite the ride.

This has been a very painful allocation as India went mostly nowhere in 2025 while latin america, south korea, taiwan, and china mooned. It was happening again in January. We will see how the rest of the year unfolds.

There are some good things cooking in the subcontinent.

Looks like India + USA Trade Deal secured.

At least Trump 1.0 had Mnuchin and very mid Son In Law.

2.0 has the most incompetent people possible in what feels like every layer of government.

Every dude is super mid who failed their way up.

Brookfield to Acquire Peakstone Realty Trust in a $1.2 Billion All-Cash Transaction NEW YORK & EL SEGUNDO, Calif., February 02, 2026--Brookfield Asset Management (NYSE: BAM, TSX: BAM) ("Brookfield") and Peakstone Realty Trust (NYSE: PKST) ("Peakstone" or the "Company"), an industrial...

Got one. $PKST being bought out at $21 per share.

finance.yahoo.com/news/brookfi...

Tether is going to rug everyone and just disappear forever.

Trump is going to bulldoze it east wing style.

AI, crypto, and metals are all the same dudes.

A lot of 2021 / 2022 pe vintages underwater due to interest and caps going the wrong way. Excess capacity almost worked through.

New build waterfalls kind of suck. The money is chasing AI data center returns instead.

I have spent the last few days hitting the raise cash buttons waiting for this.

This futures open should be interesting.

Waiting to see a $5b plus IBIT outflow day. Barf the whole thing up.

and now that i can say this with mY full chest, ice and that entire administration.

Absolutely losing my mind over Ava, THE ROCK'S DAUGHTER, quitting WWE despite them offering her a raise to keep working a pretty cushy kayfabe general manager gig and then the day after her contract ends she posts this

Okay, that makes sense.

Getting banned in 2013 is something impossible. There is stuff I heard in lobbies I still don't understand. Most of the time it sounded like 1955 Alabama.

The eventual Saylor blowup will be spectacular.

The Dems have the easiest 2028 election message:

They will release the whole thing unredacted and put everyone involved in jail.

They will somehow still mess it up.

I think the metal chasing crypto bros got margin called and blew out their coins.

So funny.

Elon Musk chatting it up with his friend Jeffrey Epstein five years after he was convicted for child sex crimes 👍

Well done!

The new Epstein files production features numerous allegations made against Donald Trump and others.