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New York, New York, United States
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354K followers
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Articles by Anthony
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The $14 Billion Question
The $14 Billion Question
In 2024, organized interests spent $4.4 billion lobbying the federal government.
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The Questions a President Must AskMar 30, 2026
The Questions a President Must Ask
The historian Richard Neustadt spent his career studying one deceptively simple question: what does it actually mean to…
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19 Comments -
The Strait of Hormuz: Iran’s Persistent Control and What It Would Take to Break ItMar 27, 2026
The Strait of Hormuz: Iran’s Persistent Control and What It Would Take to Break It
President Trump keeps saying he’s decimated Iran’s navy, and look, by some measures, he’s right. A lot of their surface…
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A War Without an EndgameMar 26, 2026
A War Without an Endgame
The Iran war that erupted on February 28, 2026 was sold to the American public as a decisive blow against a dangerous…
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21 Comments -
The Bully's Dilemma: America, the Middle East, and the Price of Forgetting HistoryMar 8, 2026
The Bully's Dilemma: America, the Middle East, and the Price of Forgetting History
For twenty-five years, give or take, depending on where you want to start the clock, the United States has been trying…
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Hope, History, and the Hard Lessons of Regime Change: Reflections on the U.S.-Israeli Strikes in IranMar 1, 2026
Hope, History, and the Hard Lessons of Regime Change: Reflections on the U.S.-Israeli Strikes in Iran
The joint U.S.
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The Concentration Problem: Monopoly, Money, and the Betrayal of the American IdealFeb 28, 2026
The Concentration Problem: Monopoly, Money, and the Betrayal of the American Ideal
The concept of monopoly power did not originate with the robber barons of the nineteenth century, nor with the…
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A Constitutional Reckoning: Why the Supreme Court’s Tariff Ruling Is a Disaster for Trump but a Gift to the American EconomyFeb 20, 2026
A Constitutional Reckoning: Why the Supreme Court’s Tariff Ruling Is a Disaster for Trump but a Gift to the American Economy
On February 20, 2026, the Supreme Court of the United States delivered one of the most consequential economic rulings…
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Davos 2026: The Future of Financial Infrastructure Will Be TokenizedJan 30, 2026
Davos 2026: The Future of Financial Infrastructure Will Be Tokenized
Looking back on Davos 2026 – between packed days of meetings, quiet corners of hotel lobbies, podcast recordings and…
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Reflections on the 2025 Wyoming Blockchain SymposiumAug 27, 2025
Reflections on the 2025 Wyoming Blockchain Symposium
I’ve been fortunate to attend and host many world-class events over my career, but the energy in Jackson Hole last week…
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27 Comments
Activity
354K followers
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Anthony Scaramucci shared thisFor every $1 spent on lobbying, the people being lobbied control $490 in public money. In 2014, Princeton and Northwestern researchers studied 1,779 policy decisions over two decades and found that ordinary Americans have a near-zero impact on what Congress actually does. This isn't about corruption in the dramatic sense — no bags of cash in parking garages. It's structural and legal for the last sixty years. My latest piece breaks down exactly how the system works — and the seven concrete, already-proven reforms that could actually fix it.
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Anthony Scaramucci shared thisThe AI revolution isn't coming; it's already here, and it's moving faster than anyone in Washington or on Wall Street wants to admit. Mike Novogratz and I break down what's really happening with jobs, markets, and why the smartest people in the room are starting to get scared of what they've built on this week's episode of All Things Markets. SALT Watch the full episode on YouTube or Spotify.
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Anthony Scaramucci shared this🚨May 2026 “OPEN BOOK” Q&A” 🚨 It's that time again! I will be sitting down to answer your questions. Feel free to ask me questions about life advice, politics, finance, book recommendations, or just about anything else. Ask your questions now!!! Post your questions in the comments below ⬇️
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Anthony Scaramucci shared thisTrump was asked about the insider trading scandal recently and his response: "The world is a casino." Honestly, that may be the most truthful thing he’s said in any interview. Because the people trading on his tweets need to be prosecuted. What's happening is corrupt and the American people know it. This isn't abstract. This undermines the integrity of our capital markets. It undermines faith in the entire system. And when the president's response to market manipulation is a shrug and "the world is a casino”, that tells you everything about who is running the casino.
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Anthony Scaramucci shared thisNo one better to share the stage with and talk Bitcoin and the future of finance than the great Jenny Johnson. Had a great time on the SEMAFOR panel. I explain my Bitcoin price prediction below. Thoughts?Anthony Scaramucci shared thisChatted with Anthony Scaramucci right after our Semafor panel to get his Bitcoin take: $1M per coin in the next decade. His reasoning might surprise you...
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Anthony Scaramucci shared thisOne of the best days of my life was March of 1972. I was eight years old. My father was a crane operator. My mother was a makeup artist. I walked home from elementary school and came through the side door. My grandmother and my mother were ecstatic. In the unfinished basement of our very small house — a washer and dryer from General Electric had just been installed. No more walking to the laundromat. The joy on those two women's faces left a core memory in the eight-year-old version of me that I have never forgotten. We were a blue-collar, economically aspirational family. Half Italian spoken in the house and nobody went to college. But they had aspirations for their kids to go to college. You're going to do your homework. You're going to live the American dream. The washer and dryer was the evidence. And here's why I'm telling you this. We took families like mine — economically aspirational — and over 40 years we made them economically desperational. That's the tragedy. And that's what we have to fix.
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Anthony Scaramucci shared thisGo back 25 years. The internet was clunky. We were buying books on Amazon, a PEZ dispenser on eBay, answering emails on AOL. Now we have trillions of dollars in transactions. Billions of people streaming 4K video. Applications that didn't exist in anyone's imagination. That's where DeFi and Solana are today. Imagine beaming yourself back to 2003 and buying the great internet companies at those prices. That's exactly where you are right now in this space.
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Anthony Scaramucci shared thisThink about how sad my life is from a sports perspective. 👇🏼 I am a Jets, Mets, Rangers, and Knicks fan. My entire life has been a house of pain waiting for the next collapse. But am I going to switch to the Dodgers because they’re winning? No! That’s exactly how I feel about the Republican Party. I’m not a MAGA Republican. I’m a socially inclusive Republican. Stay out of people’s personal lives, believe in free markets, business growth, forward thinking. The party needs to be fixed. The dysfunction at this level is not sustainable. But I’m not switching teams. You fix it from the inside or you don’t fix it at all. Watch the full episode of Open Book here: https://lnkd.in/eard-dYq
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Anthony Scaramucci reposted thisAnthony Scaramucci reposted thisClarity Act will Unlock Bitcoin & Crypto Adoption! Anthony Scaramucci, Founder & Managing Partner at SkyBridge Capital, highlights the impact the Clarity Act will have once it passes on banks adopting Bitcoin and crypto assets. Watch the full interview https://lnkd.in/eyFaTebw #clarityact #bitcoin #crypto
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Anthony Scaramucci liked thisAnthony Scaramucci liked thisIn order to have focus we need to escape to focus. The first thing I noticed when I walked into Stanford's d.school was the lack of traditional chairs. Instead there were foam cubes you could sit on — rather uncomfortably, as I soon discovered. Like almost everything at the d.school, this was done by design. After a few minutes of uncomfortable perching, students would rather stand up, walk around, and engage with one another — not just the classmates sitting to their right or left. The school had used the physical space to encourage new ways of engaging and thinking. They also created a hiding place called "Booth Noir." A small room deliberately designed to fit only one to three people. This room was windowless, soundproof, and deliberately free of distraction. There was no tech, so the only reason you go there is to think. Most of us have never built anything like that into our lives. Not because we can't, but because we've never stopped to ask whether we should. There is a false association with the word focus. People tend to think of focus as a thing. Yes, focus is something we have, but focus is also something we do. In order to have focus we need to escape to focus. This is why while at Microsoft, Bill Gates used to set aside one week every six months to step back and focus on the big picture, he called it “Think Week”. During Think Week, he would: -read articles -catch up on the latest technology -make plans for Microsoft's direction. He did this every year from 1980 through the height of Microsoft’s expansion. Why did he do it? One of the ways we solve the wrong problem is by coming up with quick-fix solutions. If you want to design a business or a life where the essential things get the primary focus and attention, you can’t just pull ideas out of thin air. You have to spend time understanding what you are trying to achieve. Only then can you evaluate the problems you face and the way forward. I encourage you to take the time to create space to think about your life, the problems you face, and the way forward. Here’s an easy way to do it: 1. Make a list of everything you are doing - Include all personal and professional commitments. 2. Put each one on a Post-it note - Cover the wall so you can separate all those activities and look at them. 3. Identify 1-3 things that matter - Not the good things, not even the important things, but the vital few. 4. Then compare the lists - Are the items on your Post-it notes helping you achieve what's essential in your life? Which ones can you fire? Subscribe to my free email list and I’ll show you how: https://lnkd.in/g9i9J_da
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Anthony Scaramucci liked thisAnthony Scaramucci liked thisI'm deeply saddened to hear of Mark Mobius' passing. Mark wasn't just the Father of Emerging Markets. To my family and me, he was a dear friend. Some of my most treasured memories happened outside the office: celebrating Carnival together in Brazil, exploring Amsterdam and the times my parents joined him on their travels. Those moments showed me who Mark really was. His warmth, his endless curiosity, that wonderful sense of adventure he brought to everything. His professional legacy is extraordinary, of course. Mark opened the world's eyes to emerging markets and inspired generations of investors to think more globally, more boldly and with greater imagination about what's possible. He changed how we invest and how we see opportunity across the world. But for those of us lucky enough to know him personally, Mark was so much more than his incredible accomplishments. He was generous with his time, thoughtful with his advice and genuinely fascinated by people and cultures everywhere he went. I'm grateful to have known him as a friend, to have learned from him and to have shared so many meaningful experiences together over the years. My heart is with his family and everyone who had the privilege of knowing and loving him. His impact will continue for generations to come.
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Nick Lawson
Chorus Intelligence Ltd • 3K followers
QLE Partnerships -Bill Gates’ TerraPower has signed a 10yr offtake for HALEU worth $3.5bn -Senator Rick Perry’s Fermi America has a JV with for HALEU at their 11GW Hypergrid Campus in Texas -NECSA in South Africa has an MOU for HALEU production -One 30 Seven under QLE will transform nuclear waste into revenue by accelerating beta decay from hundreds of years to seconds. ….and now the Trumps are investing. This is a humanity changing company and most savvy global operators get it.
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George Mena
iCFO Capital Palm Springs, LLC • 7K followers
A strong pitch deck communicates vision. Experienced investors also look closely at structure. Cap tables, valuation logic, risk considerations, and deal organization play a critical role in how opportunities are evaluated. At iCFO Capital Global, we help founders focus on the structural side of fundraising, supporting clearer, more informed investor discussions through SPV design and capital planning. → Learn more about our capital structuring approach: https://lnkd.in/eqyTFGKR #CapitalStructure #InvestorClarity #FounderPreparation
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Rob Bolandian
Cambridge Wilkinson • 30K followers
NEW YORK, Feb 12, 2026 /PRNewswire/ --Cambridge Wilkinson ("CW") is pleased to announce the successful close of a syndicated SPV investment into a Series B funding round for a high-growth AI hardware and technology company. The transaction represents a significant milestone in the firm's strategic expansion into technology capital raising. Over the past year, CW has deliberately built its technology practice, bringing proven relationship-driven approaches and structured capital expertise to growth-stage technology companies. The tech team brings decades of experience as both operators and investors in the technology sector. The technology practice serves companies at different stages with varying capital needs. Cambridge Wilkinson works with select companies led by exceptional founders raising first institutional-grade rounds, established businesses with strong growth trajectories scaling operations, and more mature venture companies seeking non-dilutive capital. The firm facilitates both single-investor transactions and syndicated raises, leveraging relationships across venture capital firms, growth equity investors, alternative capital sources, and specialized venture debt lenders. "This expansion into technology is a natural evolution of our platform," said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson. "We've always focused on sectors where deep relationships and creative structuring create real value for clients. We're particularly focused on deep tech and resiliency sectors where relationship-driven capital raising creates meaningful value. Technology companies operate in a faster-moving universe, and they need sophisticated capital partners who not only understand their challenges but can move with the speed their markets demand—whether that's equity capital to scale, venture debt to extend runway, or creative structured solutions." Cambridge Wilkinson is currently working on several additional technology transactions and actively building its pipeline in the sector. Capitalize on Our Connections. About Us: Cambridge Wilkinson is a leading global investment bank with the speed, connections, and the confidence to get transactions done. With a focus on middle-market companies, we arrange debt and equity capital raises from $25 million to $5 billion and advise on mergers and acquisitions.
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Paul Clark
CounterPoint Analytix LLC • 2K followers
Rob’s emphasis on getting the PDP decline curve right is absolutely on point — and he opened a door when he noted that “knock-on effects show up fast.” Those knock-on effects aren’t something that “come later” — they are present from day one in every ABS, even the best structured ones. ABS are underwrites of declining PDP cash flows, and that design inherently embeds operating margin compression — it’s a feature, not an ex post “problem.” Performance in any economic model comes from how revenues compare to costs. In an ABS, revenues are going to naturally decline by design. That places all of the emphasis on the other side of the margin equation — cost, and especially operating leverage. Costs rarely fall at the same rate as PDP — many opex elements are fixed in nature. The greater the share of fixed costs, the faster margins compress as volumes decline. Even if PDP forecasts are “spot on,” mis-estimating the mix of fixed vs. variable costs creates exactly the structural downside Rob is alluding to. So the discipline underwriters and investors bring to PDP forecasting needs to be matched with equally rigorous cost and operating-leverage analysis, because how quickly and deeply operating margins compress determines whether a given ABS can deliver on its economic promise.
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Charles E. Gregg Jr.
6K followers
New York City Economic Development Corporation has launched a Request for Applications for the NYC Catalyst Fund II, an investment fund aiming to create social and environmental impact, fuel economic growth and development in New York City, and generate income for NYCEDC. Applications will be reviewed on a rolling basis across several submission deadlines, beginning on January 30, 2026 https://lnkd.in/ezaKnbzw
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Dr. Joel Palathinkal
Sutton Capital • 22K followers
IMPORTANT ANNOUNCEMENT: Final call for early stage VC fund managers seeking LP capital from the District’s new DC VC Fund of Funds program (Deadline June 30th, 2025)! Earlier this year K Street Capital, Office of the Deputy Mayor for Planning and Economic Development and the U.S. Department of the Treasury announced the launch of the new DC Venture Capital Fund, a $26 million fund that will make investments in fund managers who invest in early-stage tech companies in DC. They are actively accepting applications from fund managers with a pipeline and strong interest in investing a portion of their fund into DC-based startups. The first step for fund managers is to submit an interest form ASAP here >> https://lnkd.in/eZrBnPgh because, upon review/determination of your eligibility for the program, you will receive a long form DDQ which is DUE JUNE 30th for consideration for 2025 funding.
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Chris Lawrence
Labyrinth Capital Partners • 2K followers
We’re excited to see Labyrinth Capital Partners featured prominently in Carta’s latest report on GP-led secondaries. The report, authored by Kevin Dowd, offers one of the clearest and most comprehensive looks at how GP-led transactions are evolving to meet liquidity needs in today’s private markets. It highlights the nuance, complexity, and growing importance of this segment. This perspective, along with others in the report, underscores the central role GP-led secondaries are playing in shaping liquidity solutions for investors. Well worth a read for anyone following the future of private capital markets. See the full report here: https://lnkd.in/eGrVfQPS
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Carlo P.
Orienta Capital Partners • 2K followers
🇺🇸 America’s Future and the Cost of Short-Term Wins Ian Bremmer’s latest piece in @Project Syndicate raises a point that resonates far beyond U.S. politics: the trade-off between immediate economic results and long-term strategic resilience. Markets are booming, capital is flowing, and the numbers look great. Yet beneath the surface, the U.S. (and much of the West) is sacrificing investment in the very foundations that secure lasting competitiveness — infrastructure, education, alliances, and innovation. As investors, we often face the same dilemma. Short-term performance is seductive; it rewards immediacy and headlines. But sustainable value — in private equity, as in geopolitics — depends on strategic patience, real assets, and human capital. As PE savvy investors, we see it daily: long-term value creation requires building resilient companies, not just buying cheap ones. The best returns come when industrial logic meets financial discipline. Bremmer’s warning is clear: don’t mistake momentum for strength. The same applies to our portfolios — and to how we think about the future of our economies. #PrivateEquity #Leadership #Geopolitics #LongTermThinking #ValueCreation #AI #Investing
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Marty S.
Family Office (Multiple) • 34K followers
What should family offices look for in agreements with Broadway producers? One seasoned producer advises securing future rights, particularly for new productions with potential beyond Broadway. Investors should ensure first rights—not obligations—to invest in subsequent productions, like Broadway or tours, to avoid being sidelined after initial success. Review royalty pool clauses to understand long-term participation and potential recoupment from touring productions, even after the Broadway run ends. This foresight can safeguard investments and ensure continued returns. #resilientalpha #WendyFederman #broadway #alphaideas #performingarts #suzannemurphy #MartySecada #investing #familyoffices #theatre #finance #royalties
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Mike Philbrick
Return Stacked® Portfolio… • 4K followers
Family offices aren’t optimized to maximize returns. They’re optimized to minimize existential error. Once you start there, the J.P. Morgan 2026 Global Family Office Report reads less like “elite investors missing trends” and more like rational risk engineering under a different objective function: preserve control, avoid irreversible mistakes, keep options open. A few under-the-surface takeaways: AI is the top theme—but implementation lags. Many want the upside, far fewer want the illiquidity, diligence burden, and vintage risk that comes with growth equity/VC… and even fewer want to operationalize AI’s “boring” backbone (infrastructure, power, connectivity). “0% allocation” often reflects taxonomy, not ignorance. Families can have meaningful look-through exposure via operating companies, control deals, private equity holdings, and real assets held directly—even if the portfolio bucket reads “0%.” Gold/crypto underweights are often governance/optics decisions, not IQ. Novel assets create novel failure modes (custody, policy, authorization, reputational risk). Avoiding them can be rational when the cost of being wrong is asymmetric. Inflation as the #1 risk quietly means “we don’t trust bonds to diversify the same way.” The response shows up as higher “alternatives,” which can mean very different things (privates vs hedged strategies vs real assets). Succession is the real tail risk. Wealth is easier to compound than decision-making continuity across generations. The headline isn’t “family offices are bold.” It’s “family offices are built to survive.” https:// https://lnkd.in/eUgvXBW2 m-pb-aem/global/en/documents/2026-family-office-report/jp-morgan-private-bank-2026-global-family-office-report.pdf
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John F. Heerdink, Jr.
8K followers
Insulet’s Growth Spurt Meets Modular’s Regulatory Push -( $PODD $MODD $ABT $DXCM ) https://lnkd.in/eBcxcynV Insulet’s surge in the patch pump market and Modular Medical’s regulatory advances are at the epicenter of the diabetes tech revolution, as innovative players like #PODD (Insulet), #MODD (Modular Medical), #ABT (Abbott), and #DXCM (Dexcom) compete to expand access to smart insulin pumps and continuous glucose monitors. The FDA pathway, #510k submissions, and IRB approvals highlight the fierce race for next-generation, user-friendly devices aimed at better glycemic control, with recent market momentum driven by #Type2Diabetes solutions, #T2D, #CGM technology, automated insulin delivery, and the shift toward simplicity and affordability for underserved populations. #DiabetesTechnology, #WearableDevices, #InsulinDelivery, #DigitalHealth, #MedTech, #RegulatoryMilestones, and #HealthcareInnovation, all shaping the future for investors and patients in a rapidly growing, value-driven sector.
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Marc Balizer
6K followers
In partnership with SEMAFOR, BlackRock and GIP will host a U.S. Infrastructure Summit, convening leaders to explore how the U.S. can accelerate delivery of the infrastructure crucial to the country’s long-term economic growth and invest in the skilled trades that make it possible. https://1blk.co/4r75Dg1
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Giles Haycock
Zacks Investment Research • 3K followers
Zacks Small Cap Research Senior Analyst Michael Kim has launched coverage on Earth Science Tech (OTC: ETST), a strategic holding company with operations spanning compounding pharmaceuticals, telehealth, real estate, and consumer products. Recent acquisitions are in the process of being activated, with multiple growth levers in play. 📈 Read the full initiation report: https://buff.ly/x6rCdWj #ETST #EarthScienceTech #SmallCapStocks #HealthcareInvesting #ZacksSCR #EquityResearch
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Michael Fox-Rabinovitz
OMNISTRAT GROUP • 13K followers
Art tokenization might be the most interesting development in alternative investments I've seen in years. Think about it: historically, fine art has been locked away in the portfolios of the ultra-wealthy. Now blockchain is democratizing access through fractional ownership. From an investment perspective, the implications are fascinating: • Portfolio diversification with an asset class traditionally uncorrelated with markets • Enhanced liquidity for typically illiquid assets • Broader market participation driving price discovery I'm particularly intrigued by how tokenization handles provenance and authenticity verification—two massive pain points in traditional art investing. Question for my network: Would you consider adding tokenized art to your portfolio? Or is this just another crypto-adjacent trend that'll fade faster than an Instagram filter? #AlternativeInvestments #DigitalAssets #PortfolioDiversification https://lnkd.in/eFru4Wxz
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Marat Mukhamedyarov
Good News Ventures • 5K followers
Every anomaly in Bismuth flows from one principle. I just presented it at APEC https://lnkd.in/eD-YFJsp 🔬 "The Legendary Properties of Bismuth" Key takeaways: ⚡ Bismuth doesn't repel magnetic fields — it refuses to be moved 🧊 Its solid crystal is a frozen record of the liquid field — expanding on freezing 🔄 PNAS (2017) proved the most diamagnetic element can be switched to ferromagnetic 🔋 It's essentially a saturated field battery at the edge of nuclear stability Where this leads: propulsion, energy storage, quantum computing, and metamaterials. 🎥 Full talk: https://lnkd.in/edZCtyJ4 Thanks Tim Ventura & the APEC team for hosting. #APEC #Bismuth #FrontierPhysics #AltPropulsion
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Henry D. Wolfe
DaVega & Wolfe Industries… • 1K followers
Activist Catalysts Ignite Global Payments: Elliott's Stake Signals Strategic Turnaround Global Payments (GPN) has entered a new phase of investor scrutiny after activist hedge fund Elliott Management disclosed a “sizeable” stake in the company, driving its stock up 5.5% in early July 2025. This move comes amid lingering concerns over GPN's $24.2 billion acquisition of Worldpay—a deal that sent its shares to a 10-year low and exposed systemic challenges in post-merger integration. Strategic Leverage Points for Elliott Cost-Cutting Aggressively: The Worldpay deal created redundancies in global operations, technology platforms, and sales teams. Elliott could demand a $500–$750 million annual cost-savings target, similar to its playbook at companies like Sears. Streamlining IT systems and consolidating regional offices could free capital for shareholder returns or growth investments. Non-Core Asset Divestiture: GPN's portfolio includes legacy businesses like payment terminals and merchant acquiring in low-growth regions. Selling these could generate $2–3 billion in proceeds, which could be deployed to repurchase shares or fund high-margin segments like cross-border e-commerce payments or embedded finance platforms. Focus on High-Growth Verticals: The company's $10 billion+ in annual revenue from cross-border transactions and its digital payment API platform represent untapped opportunities. Redirecting resources to these areas—while exiting commoditized markets—could boost margins and valuation multiples. #shareholderactivism #m&a #mergersgondbad #corporategovernance #boardsofdirectors #catalyst https://lnkd.in/gdB8iu72
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PHTCO
391 followers
📈 BRIDGEWATER ROARS BACK: Pure Alpha Hits +33% in Historic Year The world's largest hedge fund has delivered its strongest profit performance in its 50-year history. Under the leadership of CEO Nir Bar Dea, Bridgewater Associates' flagship Pure Alpha fund surged 33% in 2025, significantly outperforming the S&P 500 (+16.97%) and the broader macro hedge fund average (~15%). 📊 THE SCORECARD (2025 Performance): Bridgewater fired on all cylinders, leveraging volatility from President Trump's trade wars and the AI equity boom: Pure Alpha: +33% (Record profits). Asia Total Return: +36.9%. China Total Return: +34.2%. All Weather: +20.4%. 🤖 THE AI PIVOT: The firm's strategic bet on technology is yielding early results. AIA Macro Fund: The dedicated AI-driven fund delivered an 11.9% return. Innovation: The "Artificial Investor" tool was rolled out fully in 2024, led by Co-CIO Greg Jensen and Chief Scientist Jas Sekhon. 🏛️ A NEW ERA (The Post-Dalio Transition): 2025 marked the final decoupling from founder Ray Dalio, who sold his remaining stake and stepped down from the board this year. Strategic Overhaul: CEO Bar Dea’s strategy to restrict inflows and shrink the asset pool (to ~$92B) to improve agility appears to have paid off. Ownership: The firm is moving toward a partnership model, with >60% of staff set to own equity by next year. 💡 ANALYST TAKEAWAY: Bridgewater has successfully navigated the most dangerous phase for any iconic firm: the Founder Exit. By posting record returns immediately after Dalio's departure, the new leadership (Bar Dea, Karniol-Tambour, Prince, Jensen) has proven that the "machine" works independent of its creator. 👇 Macro Traders: With Pure Alpha up 33% and China funds up 34%, is the "Global Macro" strategy officially back in vogue for 2026? #HedgeFunds #Bridgewater #PureAlpha #RayDalio #MacroEconomics #InvestmentStrategy #NirBarDea #ArtificialIntelligence #AssetManagement #Finance #phtco
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