#Calstrs - Twitter Hashtag

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.

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Waving at Adam Smith @dapstats

3 months ago

@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

kristen shaughnessy

@kshaughnessy2

3 months ago

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

kshaughnessy2's tweet photo. 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

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Waving at Adam Smith @dapstats

4 months ago

@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

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Waving at Adam Smith @dapstats

6 months ago

@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist @bbm010 @RudyHavenstein /43 #CalPERS #CalSTRS ty @GratkeWealth for pointing this out https://t.co/WJq2pdlZ8W

City Journal

@CityJournal

6 months ago

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.

CityJournal's tweet photo. 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. https://t.co/NrKrKkQkIi

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Waving at Adam Smith @dapstats

6 months ago

@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

Mohamed A. El-Erian

@elerianm

6 months ago

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

elerianm's tweet photo. 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 https://t.co/qfL4nZ1PTy

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Waving at Adam Smith @dapstats

6 months ago

@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

Rudy Havenstein, Senior Markets Commentator.

@RudyHavenstein

6 months ago

Steve Eisman summarizing the threat coming from Private Equity owning insurance companies. I have heard this same warning from several savvy investors recently.

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Waving at Adam Smith @dapstats

6 months ago

@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist /39 #CalPERS #CalSTRS By the pricking of my thumbs... ht @bbm010 https://t.co/BQkqSjrrHr

Edward Dowd

@DowdEdward

6 months ago

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.

DowdEdward's tweet photo. 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. https://t.co/dOtsVX8O1G

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Waving at Adam Smith @dapstats

7 months ago

@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist /37 About those #CalPERS and #CalSTRS "investments" in #BlueOwl $owl

dapstats's tweet photo. @DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist /37 About those #CalPERS and #CalSTRS "investments" in #BlueOwl $owl https://t.co/ldWhROC6hp

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Marcy Winograd

@marcywinograd

7 months ago

#CalSTRS, the California teacher pension fund, went from investing $79 million in Palantir (sells software to ICE) last year to $464 million this year–at a time when the stock was dropping and Palantir CEO Alex Karp was selling off his shares. #CalSTRS, Divest from #Palantir @CalSTRS @TonyThurmond @fionama @cta @michaelgunning @JoeStephenshaw @UniondelBarrio @CAgovernor @MoniqueLimonCA

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Waving at Adam Smith @dapstats

8 months ago

@DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth /26 Levered & collateralized private equity sounds fun. #CalPERS #CalSTRS ht @Sorenthek @MotherCabriniNY @TheBondFreak @bondstrategist https://t.co/BRfwF97aMs

Leyla

@LeylaKuni

8 months ago

So I previously thought I'd seen it all. I was mistaken. May I introduce Collateralized Fund Obligations (CFOs). A CFO involves the issuance of rated debt and equity securities collateralized by a pool of limited partnership stakes in private funds. It's like CLO/CDO, but stakes in funds as collateral inside the securities, instead of loans 🤯 Lord almighty... (source: PJT Partners)

LeylaKuni's tweet photo. So I previously thought I'd seen it all.

I was mistaken.

May I introduce Collateralized Fund Obligations (CFOs).

A CFO involves the issuance of rated debt and equity securities collateralized by a pool of limited partnership stakes in private funds.

It's like CLO/CDO, but stakes in funds as collateral inside the securities, instead of loans 🤯

Lord almighty...

(source: PJT Partners)

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Alternatives Watch

@altswatchnews

9 months ago

The $386 billion California State Teachers' Retirement System (CalSTRS) named Nick Abel as its Sustainable Investment and Stewardship Strategies (SISS) investment director. Read more: https://t.co/4ULh3GKNFo #CalSTRS #California #Pension #SISS #ESG

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AF

@AFCryptoX

about 1 year ago

🇺🇸 #CalSTRS, the 2nd-largest U.S. pension fund, now holds $133M in #Bitcoin exposure through Michael Saylor’s strategy

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Switch Tickler

@benfactorial

over 1 year ago

@DelCrxpto Don’t forget pensions. #CALSTRS

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Private Equity Insights

@PE_Insights

over 1 year ago

CalSTRS private equity portfolio delivered an 8.9% return, outpacing its benchmark. 🔗Read more here: https://t.co/I6QxDAKHnP #PEInsights #PrivateEquity #CalSTRS #Performance

PE_Insights's tweet photo. CalSTRS private equity portfolio delivered an 8.9% return, outpacing its benchmark.
🔗Read more here: https://t.co/I6QxDAKHnP

#PEInsights #PrivateEquity #CalSTRS #Performance https://t.co/2SoC87JWxB

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エックスウィン株式会社 | 設計の力で、未来をつくる

@xwinfinancejp

over 1 year ago

【カリフォルニア州教職員年金基金、$MSTRに8300万ドル投資】 CalSTRSがMicroStrategy株（$MSTR）を8300万ドル保有していると報告。 BTC強気姿勢のMSTRへの大規模投資は、機関投資家のビットコイン市場への信頼の証か。 #MicroStrategy #ビットコイン #BTC #CalSTRS #年金基金 #株式投資 #暗号資産 #金融業界向け社内研修（https://t.co/Kam0Zpqil2）

xwinfinancejp's tweet photo. 【カリフォルニア州教職員年金基金、$MSTRに8300万ドル投資】
CalSTRSがMicroStrategy株（$MSTR）を8300万ドル保有していると報告。
BTC強気姿勢のMSTRへの大規模投資は、機関投資家のビットコイン市場への信頼の証か。

#MicroStrategy #ビットコイン #BTC #CalSTRS #年金基金 #株式投資 #暗号資産 #金融業界向け社内研修（https://t.co/Kam0Zpqil2）

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Dark Web Intelligence

@DailyDarkWeb

almost 2 years ago

🇺🇸 CalSTRS - 422K Records Leaked with SSNs The California State Teachers' Retirement System (CalSTRS) suffered a data leak in May 2023. Over 422,000 records, including SSNs, were exposed, impacting thousands of teachers and other education sector employees. #CalSTRS #DataLeak #CyberAttack #DarkWeb

DailyDarkWeb's tweet photo. 🇺🇸 CalSTRS - 422K Records Leaked with SSNs

The California State Teachers' Retirement System (CalSTRS) suffered a data leak in May 2023. Over 422,000 records, including SSNs, were exposed, impacting thousands of teachers and other education sector employees.

#CalSTRS #DataLeak #CyberAttack #DarkWeb

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Rob Parker

@robdubparker

over 2 years ago

Chris Ailman is scum. Voting "no" on this pay package is the epitome of crony capitalism. This package was unanimously approved by shareholders many years ago, and now greedy investment firms (e.g. #CalSTRS) want to go back on their word? What a disgrace. What a leech. Anyone voting "no" here should be embarrassed. #Tesla #Musk $TSLA This should have nothing to do with Musk and everything to do with the integrity of our institutions. That integrity is in jeopardy here. What a sad state of affairs this is, I can't believe this is even in question.

Mondocane

@MondoCane1962

over 2 years ago

Chris Ailman, head of #calstrs looking and acting goofy on CNBC this morning provides no real reason for voting no on Musk pay package. Talks about wealth and social inequities. Just really bizarre. Cites Norway wealth funds no position as support. #cnbc #socialists

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Mondocane

@MondoCane1962

over 2 years ago

Chris Ailman, head of #calstrs looking and acting goofy on CNBC this morning provides no real reason for voting no on Musk pay package. Talks about wealth and social inequities. Just really bizarre. Cites Norway wealth funds no position as support. #cnbc #socialists

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