Top Tweets for #Calpers
Russell Investments, the Seattle-based portfolio solutions firm, has been acquired by an investor consortium led by B Capital that includes one of the largest global asset allocators, #CalPERS. Read more: https://t.co/bq1TRB7mZ8
#RussellInvestments #BCapital #Acquisition
@GratkeWealth @DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist @bbm010 @RudyHavenstein @tyillc @kshaughnessy2 @WavingAtElliott Yeppers. #CalPERS is in for rough sledding.
Along with many other public pensions.
2008 CRISIS WINNER TARGETS PRIVATE CREDIT RISKS
Investor Lee Robinson, who turned a subprime bet into a 900% gain during the 2008 crisis, is now betting against insurers he sees as exposed to private credit risks.
He warns markets are underestimating potential losses from the $1.8 trillion private credit sector.
Robinson says one major insurer setback could trigger broader stress across the industry.
@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist @bbm010 @RudyHavenstein @tyillc /48 #CalPERS #CalSTRS #PE Private equity in really bad shape.
https://t.co/Gkl9LGBPra
Private Equity is running out of excuses.
Your retirement funds will get the bill.
They’ve mortgaged their own homes, stacked leverage on leverage, and used every accounting trick to prop up zombie deals.
“32,000 PE-backed companies are waiting to be sold- 3.6 trillion dollars”
“I asked him how many of the thirty companies in a typical portfolio were genuinely fine. He thought about it longer than I wanted him to. ‘Two,’ he said. The other twenty-eight are being carried…”
“This time it starts at the top. It is the kid taken out of the private school… It is the margin call arriving for people who were certain margin calls happened to other, smaller men… This one looks like 1929.”
@NickNemo17
@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist @bbm010 @RudyHavenstein /47 Private Equity #PE is no bueno. #CalPERS and #CalSTRS are in bed with bad people.
ty @tyillc @RudyHavenstein for pointing out the article
https://t.co/e5vegnMXvx
@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist @bbm010 @RudyHavenstein /44c As near as I can tell, #CalPERS preliminary results for FY ending June 30, 2026 will be released in early July. Should be sporty. 🍿🍿🍿
@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist @bbm010 @RudyHavenstein /44b Lets have a look at what #CalPERS says about their #PrivateCredit and #PrivateDebt exposure. (PDFs can be found at https://t.co/yIE4S8Bbwc)
@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist @bbm010 @RudyHavenstein /43 #CalPERS #CalSTRS
ty @GratkeWealth for pointing this out
https://t.co/WJq2pdlZ8W
The permanent loss of future income-tax payments from departing billionaires could end up costing California far more than the wealth tax ever collects. Six of them have already left, removing $536 billion in wealth from the state’s tax base.
@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist @bbm010 @RudyHavenstein /42 #CalPERS #CalSTRS #pensioncrisis #PrivateCredit
Squiddy shooting public pensions in the head
https://t.co/oAKx7q3pvC
This, from Bloomberg, is not good news for a market segment that is already challenged to separate signal from noise, let alone properly differentiate among funds/firms in this space.
#markets #privatecredit
@TeamSteveHilton The #Calpers retiree health premiums for anyone who retired from CA employment and moved out of state went up 46% in 3 years. It was $500 a month in 2022 and increased every year to over $1,200 a month in 2026. Erasing all COLA going back years & reducing retiree fixed income.
@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist @bbm010 /41 #CalPERS #CalSTRS #pensioncrisis #insurance
Its a good idea to pay attention to Steve Eisman. Just saying. ty @RudyHavenstein
https://t.co/dks7sLwmOP
Steve Eisman summarizing the threat coming from Private Equity owning insurance companies.
I have heard this same warning from several savvy investors recently.
@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist /39 #CalPERS #CalSTRS
By the pricking of my thumbs...
ht @bbm010
https://t.co/BQkqSjrrHr
While everyone is distracted there is a snowball rolling downhill gathering steam getting bigger and bigger. Feedback loops are in process.
Liquidity in credit doesn’t matter until it does. Financial reflexivity works both ways.
@junkbondinvest I’m guessing that @BlueOwlCapital is waiving the base fee and offered a significant discount on their incentive fee for #calpers, #omers and #bci.
The rhetoric from these three will be about the fee savings on a prime investment.
@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist /37 About those #CalPERS and #CalSTRS "investments" in #BlueOwl $owl
@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist /36 #CalPERS contributions from working people will now surely go up. Should help ensure full funding.
Los Angeles Unified School District to cut up to 3,200 jobs amid budget crisis
#MacroEdge
$HL Hecla Mining is the largest producer of $Silver in the United States and Canada, Safer Geopolitical Jurisdictions.
@AGAsianGuy: #CALPERS (California Public Employees Retirement System) plans an 8% allocation to #PhysicalSilver and $SilverMiners over the next 36 months, in coordination with #CALTRS (California Teachers Retirement System) and Texas and New York pension plans.
The Biggest Buyers on Earth Just Chose Silver
🚨 BREAKING: 🇺🇸 CALIFORNIA'S PENSION FUND CALPERS JUST BOUGHT $60,000,000 WORTH OF $MSTR!
#CALPERS #MSTR #Stocks #Investing #PensionFund #Crypto #MarketMoves
1/3 of the largest US accounting firms are now owned by PE.
The concern regulators are raising: What happens when auditors find something wrong at a company owned by the same PE firm that owns them?
In the UK, that’s banned. In the US, it’s just... a concern being raised.
@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist /31 Private credit having a rough day. #CalPERS
https://t.co/pe6hAVfbmN
Private Credit
Oh, the humanity:
@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist /30 The future of private equity has been foretold. #CalPERS
“Why Private Equity Is Suddenly Awash With Zombie Firms”
“Hundreds of private equity firms are now drowning in a sea of competition, searching for lifeboats of new capital as they cling to portfolios of nearly unsaleable investments. Meanwhile, their investors are losing patience….”
https://t.co/cGTlMBDIX8
Courtesy @efc_global
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