Mo Hossain
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mohossain.bsky.social
Mo Hossain
@mohossain.bsky.social
65 followers 1 following 1.6K posts
Investor. I take advice. Sharing things I'm learning. re(Post) ≠ E
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mohossain.bsky.social
Big-ticket mergers and acquisitions, or those valued at $10 billion or more, hit a record dollar amount this year.
-wsj @ennovance
Big-ticket mergers and acquisitions, or those valued at $10 billion or more, hit a record dollar amount this year. -wsj @ennovance
December 10, 2025 at 5:26 AM
mohossain.bsky.social
Wall Street runs on AI hype. Main Street stands on healthcare.

-WSJ
x.com/mohossain/st...
Wall Street runs on AI hype. Main Street stands on healthcare. -WSJ https://x.com/mohossain/status/1998615805651726700?s=46
December 10, 2025 at 4:50 AM
mohossain.bsky.social
Tiny IPOs are pumping 300%+… then crashing…And get this—many of the deals come from China/HK/Singapore with tiny floats and mysterious trading patterns.
Regulators are calling it “pump → dump → disappear.”

Since 2023, Nasdaq has listed 230+ IPOs under $15M.

👇 @barronsonline
x.com/mohossain/st...
Something WILD on Nasdaq… Tiny IPOs are pumping 300%+… then crashing… And get this—many of the deals come from China/HK/Singapore with tiny floats and mysterious trading patterns. Regulators are calling it “pump → dump → disappear.” Since 2023, Nasdaq has listed 230+ IPOs under $15M. NYSE? Only 33. Here’s the scheme regulators are now chasing 👇 via @barronsonline https://x.com/mohossain/status/1997854013455532122?s=46 Something WILD on Nasdaq… Tiny IPOs are pumping 300%+… then crashing… And get this—many of the deals come from China/HK/Singapore with tiny floats and mysterious trading patterns. Regulators are calling it “pump → dump → disappear.” Since 2023, Nasdaq has listed 230+ IPOs under $15M. NYSE? Only 33. Here’s the scheme regulators are now chasing 👇 via @barronsonline https://x.com/mohossain/status/1997854013455532122?s=46
December 8, 2025 at 2:25 AM
mohossain.bsky.social
Is geopolitics becoming the newest asset class?

• China is now a net drag on global growth

• EV + manufacturing overcapacity exporting deflation worldwide

Winners: U.S./MX reshoring, commodity exporters to China

Losers: EU & East Asian

x.com/mohossain/st...

www.wsj.com/economy/trad...
Is geopolitics becoming the newest asset class? • China’s export machine is now a net drag on global growth (Despite tariffs, U.S. imports +10% YTD while China’s -3%. China grows +0.6%/yr → rest of world –0.1%) • EV + manufacturing overcapacity exporting deflation worldwide • U.S. import demand now driving global growth instead of China Winners: U.S./MX reshoring, commodity exporters to China Losers: EU & East Asian manufacturers exposed to Chinese competition https://x.com/mohossain/status/1807576557512167456?s=46 https://www.wsj.com/economy/trade/chinas-growth-is-coming-at-the-rest-of-the-worlds-expense-99420396 Is geopolitics becoming the newest asset class? • China’s export machine is now a net drag on global growth (Despite tariffs, U.S. imports +10% YTD while China’s -3%. China grows +0.6%/yr → rest of world –0.1%) • EV + manufacturing overcapacity exporting deflation worldwide • U.S. import demand now driving global growth instead of China Winners: U.S./MX reshoring, commodity exporters to China Losers: EU & East Asian manufacturers exposed to Chinese competition https://x.com/mohossain/status/1807576557512167456?s=46 https://www.wsj.com/economy/trade/chinas-growth-is-coming-at-the-rest-of-the-worlds-expense-99420396 Is geopolitics becoming the newest asset class? • China’s export machine is now a net drag on global growth (Despite tariffs, U.S. imports +10% YTD while China’s -3%. China grows +0.6%/yr → rest of world –0.1%) • EV + manufacturing overcapacity exporting deflation worldwide • U.S. import demand now driving global growth instead of China Winners: U.S./MX reshoring, commodity exporters to China Losers: EU & East Asian manufacturers exposed to Chinese competition https://x.com/mohossain/status/1807576557512167456?s=46 https://www.wsj.com/economy/trade/chinas-growth-is-coming-at-the-rest-of-the-worlds-expense-99420396
December 7, 2025 at 10:23 PM
Reposted by Mo Hossain
mohossain.bsky.social
Big Law is innovating with private equity.

Top firms are unlocking new capital through creative structures ..bonds, MSOs, Arizona’s alt models.

Law partners now earn $9M/year, …turning partnership equity into liquid wealth to fund AI ..$2,500/hr

www.ft.com/content/612d...
x.com/mohossain/st...
Big Law is innovating with private equity. Top firms are unlocking new capital through creative structures—$40M bonds, MSOs, and Arizona’s alt models. Kirkland partners now earn $9M/year, McDermott posts $3B revenue, and lawyers are turning partnership equity into liquid wealth to fund AI and match Wall Street pay. At $2,500/hour, the future looks bright. https://www.ft.com/content/612d5527-7d1b-47bf-a534-acc67d26c464 #Productivity #AI #legaltech #AlternativeInvestments https://x.com/mohossain/status/1993355835045466321?s=46 Big Law is innovating with private equity. Top firms are unlocking new capital through creative structures—$40M bonds, MSOs, and Arizona’s alt models. Kirkland partners now earn $9M/year, McDermott posts $3B revenue, and lawyers are turning partnership equity into liquid wealth to fund AI and match Wall Street pay. At $2,500/hour, the future looks bright. https://www.ft.com/content/612d5527-7d1b-47bf-a534-acc67d26c464 #Productivity #AI #legaltech #AlternativeInvestments https://x.com/mohossain/status/1993355835045466321?s=46
November 25, 2025 at 4:31 PM
Reposted by Mo Hossain
mohossain.bsky.social
🇺🇸 The US economy = resilience in action.

📉 Defaults down.
📈 Earnings up.
🚀 GDP tracking 3.8% vs 2% trend.

High‑profile defaults ≠ systemic stress.
Growth + earnings momentum = US economy remains incredibly resilient.
@ennovance
🇺🇸 The US economy = resilience in action. 📉 Defaults down. 📈 Earnings up. 🚀 GDP tracking 3.8% vs 2% trend. High‑profile defaults ≠ systemic stress. Growth + earnings momentum = US economy remains incredibly resilient. @ennovance 🇺🇸 The US economy = resilience in action. 📉 Defaults down. 📈 Earnings up. 🚀 GDP tracking 3.8% vs 2% trend. High‑profile defaults ≠ systemic stress. Growth + earnings momentum = US economy remains incredibly resilient. @ennovance 🇺🇸 The US economy = resilience in action. 📉 Defaults down. 📈 Earnings up. 🚀 GDP tracking 3.8% vs 2% trend. High‑profile defaults ≠ systemic stress. Growth + earnings momentum = US economy remains incredibly resilient. @ennovance 🇺🇸 The US economy = resilience in action. 📉 Defaults down. 📈 Earnings up. 🚀 GDP tracking 3.8% vs 2% trend. High‑profile defaults ≠ systemic stress. Growth + earnings momentum = US economy remains incredibly resilient. @ennovance
December 5, 2025 at 5:58 PM
mohossain.bsky.social
Wall St. anxiety → optimism

Valuations high but not 1999-high. Excess CAPE yield: 1.7%

10Y yields down → equities more attractive.
Earnings outlook solid, holiday spending strong.

Not just meg7: R2K + SPX equal-weight near ATHs.

Breakevens ⚓️ → inflation fears fading
www.wsj.com/finance/inve...
Wall St. anxiety → optimism. AI hype holding. Valuations high but not 1999-high. Excess CAPE yield: 1.7%. 10Y yields down → equities more attractive. Earnings outlook solid, holiday spending strong. Not just mega-cap tech: R2K + SPX equal-weight near ATHs. Breakevens anchored → inflation fears fading. Real yields positive → better long-run growth footing. https://www.wsj.com/finance/investing/stock-market-2026-hope-d8fab52d #investor #hedgefunds #PrivateEquity @ennovance Wall St. anxiety → optimism. AI hype holding. Valuations high but not 1999-high. Excess CAPE yield: 1.7%. 10Y yields down → equities more attractive. Earnings outlook solid, holiday spending strong. Not just mega-cap tech: R2K + SPX equal-weight near ATHs. Breakevens anchored → inflation fears fading. Real yields positive → better long-run growth footing. https://www.wsj.com/finance/investing/stock-market-2026-hope-d8fab52d #investor #hedgefunds #PrivateEquity @ennovance Wall St. anxiety → optimism. AI hype holding. Valuations high but not 1999-high. Excess CAPE yield: 1.7%. 10Y yields down → equities more attractive. Earnings outlook solid, holiday spending strong. Not just mega-cap tech: R2K + SPX equal-weight near ATHs. Breakevens anchored → inflation fears fading. Real yields positive → better long-run growth footing. https://www.wsj.com/finance/investing/stock-market-2026-hope-d8fab52d #investor #hedgefunds #PrivateEquity @ennovance Wall St. anxiety → optimism. AI hype holding. Valuations high but not 1999-high. Excess CAPE yield: 1.7%. 10Y yields down → equities more attractive. Earnings outlook solid, holiday spending strong. Not just mega-cap tech: R2K + SPX equal-weight near ATHs. Breakevens anchored → inflation fears fading. Real yields positive → better long-run growth footing. https://www.wsj.com/finance/investing/stock-market-2026-hope-d8fab52d #investor #hedgefunds #PrivateEquity @ennovance
December 7, 2025 at 9:50 PM
mohossain.bsky.social
📉 Slower job growth ≠ weak demand.

📊 Dallas Fed shows its supply‑driven: tighter #immigration, higher H‑1B fees.

🟢 Evidence: low jobless claims + rising job openings.

📰Bottom line → labor supply, not demand, is the constraint.

www.dallasfed.org/research/eco...
#labor

x.com/mohossain/st...
📉 Slower job growth ≠ weak demand. 📊 Dallas Fed shows its supply‑driven: tighter #immigration, higher H‑1B fees. 🟢 Evidence: low jobless claims + rising job openings. 📰Bottom line → labor supply, not demand, is the constraint. https://www.dallasfed.org/research/economics/2025/1009?utmSource=ApolloAcademy&utmMedium=AATraffic&utmCampaign=ApolloAcademy #job #wage #unemployment #labor https://x.com/mohossain/status/1997006494135447867?s=46 📉 Slower job growth ≠ weak demand. 📊 Dallas Fed shows its supply‑driven: tighter #immigration, higher H‑1B fees. 🟢 Evidence: low jobless claims + rising job openings. 📰Bottom line → labor supply, not demand, is the constraint. https://www.dallasfed.org/research/economics/2025/1009?utmSource=ApolloAcademy&utmMedium=AATraffic&utmCampaign=ApolloAcademy #job #wage #unemployment #labor https://x.com/mohossain/status/1997006494135447867?s=46 📉 Slower job growth ≠ weak demand. 📊 Dallas Fed shows its supply‑driven: tighter #immigration, higher H‑1B fees. 🟢 Evidence: low jobless claims + rising job openings. 📰Bottom line → labor supply, not demand, is the constraint. https://www.dallasfed.org/research/economics/2025/1009?utmSource=ApolloAcademy&utmMedium=AATraffic&utmCampaign=ApolloAcademy #job #wage #unemployment #labor https://x.com/mohossain/status/1997006494135447867?s=46 📉 Slower job growth ≠ weak demand. 📊 Dallas Fed shows its supply‑driven: tighter #immigration, higher H‑1B fees. 🟢 Evidence: low jobless claims + rising job openings. 📰Bottom line → labor supply, not demand, is the constraint. https://www.dallasfed.org/research/economics/2025/1009?utmSource=ApolloAcademy&utmMedium=AATraffic&utmCampaign=ApolloAcademy #job #wage #unemployment #labor https://x.com/mohossain/status/1997006494135447867?s=46
December 5, 2025 at 6:16 PM
mohossain.bsky.social
🇺🇸 The US economy = resilience in action.

📉 Defaults down.
📈 Earnings up.
🚀 GDP tracking 3.8% vs 2% trend.

High‑profile defaults ≠ systemic stress.
Growth + earnings momentum = US economy remains incredibly resilient.
@ennovance
🇺🇸 The US economy = resilience in action. 📉 Defaults down. 📈 Earnings up. 🚀 GDP tracking 3.8% vs 2% trend. High‑profile defaults ≠ systemic stress. Growth + earnings momentum = US economy remains incredibly resilient. @ennovance 🇺🇸 The US economy = resilience in action. 📉 Defaults down. 📈 Earnings up. 🚀 GDP tracking 3.8% vs 2% trend. High‑profile defaults ≠ systemic stress. Growth + earnings momentum = US economy remains incredibly resilient. @ennovance 🇺🇸 The US economy = resilience in action. 📉 Defaults down. 📈 Earnings up. 🚀 GDP tracking 3.8% vs 2% trend. High‑profile defaults ≠ systemic stress. Growth + earnings momentum = US economy remains incredibly resilient. @ennovance 🇺🇸 The US economy = resilience in action. 📉 Defaults down. 📈 Earnings up. 🚀 GDP tracking 3.8% vs 2% trend. High‑profile defaults ≠ systemic stress. Growth + earnings momentum = US economy remains incredibly resilient. @ennovance
December 5, 2025 at 5:58 PM
mohossain.bsky.social
Big Law is innovating with private equity.

Top firms are unlocking new capital through creative structures ..bonds, MSOs, Arizona’s alt models.

Law partners now earn $9M/year, …turning partnership equity into liquid wealth to fund AI ..$2,500/hr

www.ft.com/content/612d...
x.com/mohossain/st...
Big Law is innovating with private equity. Top firms are unlocking new capital through creative structures—$40M bonds, MSOs, and Arizona’s alt models. Kirkland partners now earn $9M/year, McDermott posts $3B revenue, and lawyers are turning partnership equity into liquid wealth to fund AI and match Wall Street pay. At $2,500/hour, the future looks bright. https://www.ft.com/content/612d5527-7d1b-47bf-a534-acc67d26c464 #Productivity #AI #legaltech #AlternativeInvestments https://x.com/mohossain/status/1993355835045466321?s=46 Big Law is innovating with private equity. Top firms are unlocking new capital through creative structures—$40M bonds, MSOs, and Arizona’s alt models. Kirkland partners now earn $9M/year, McDermott posts $3B revenue, and lawyers are turning partnership equity into liquid wealth to fund AI and match Wall Street pay. At $2,500/hour, the future looks bright. https://www.ft.com/content/612d5527-7d1b-47bf-a534-acc67d26c464 #Productivity #AI #legaltech #AlternativeInvestments https://x.com/mohossain/status/1993355835045466321?s=46
November 25, 2025 at 4:31 PM
mohossain.bsky.social
𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭’𝐬 𝐌𝐨𝐧𝐨𝐩𝐨𝐥𝐲 𝐌𝐚𝐬𝐭𝐞𝐫𝐜𝐥𝐚𝐬𝐬

Court win ✓ In-house chips ✓ Gemini 3 ✓ 90% search dominance ✓ = $3.8T market cap
Up 16% while rivals tank. The secret? Vertical integration + spending smarter

Alphabet looks less like an AI bubble, more like the AI backbone.
x.com/mohossain/st...
𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭’𝐬 𝐌𝐨𝐧𝐨𝐩𝐨𝐥𝐲 𝐌𝐚𝐬𝐭𝐞𝐫𝐜𝐥𝐚𝐬𝐬 Court win ✓ In-house chips ✓ Gemini 3 ✓ 90% search dominance ✓ = $3.8T market cap Up 16% while rivals tank. The secret? Vertical integration + spending smarter (23% of revenue vs Meta/Microsoft’s 35%). Alphabet looks less like an AI bubble, more like the AI backbone. Sometimes the tortoise beats the hare. 🐢​​​​​​​​​​​​​​​​ More via @wsj by @djtgallagher https://www.wsj.com/finance/stocks/google-alphabet-stock-ai-36724d9f #ai #tech #investor # https://x.com/mohossain/status/1993349635146928161?s=46 𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭’𝐬 𝐌𝐨𝐧𝐨𝐩𝐨𝐥𝐲 𝐌𝐚𝐬𝐭𝐞𝐫𝐜𝐥𝐚𝐬𝐬 Court win ✓ In-house chips ✓ Gemini 3 ✓ 90% search dominance ✓ = $3.8T market cap Up 16% while rivals tank. The secret? Vertical integration + spending smarter (23% of revenue vs Meta/Microsoft’s 35%). Alphabet looks less like an AI bubble, more like the AI backbone. Sometimes the tortoise beats the hare. 🐢​​​​​​​​​​​​​​​​ More via @wsj by @djtgallagher https://www.wsj.com/finance/stocks/google-alphabet-stock-ai-36724d9f #ai #tech #investor # https://x.com/mohossain/status/1993349635146928161?s=46 𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭’𝐬 𝐌𝐨𝐧𝐨𝐩𝐨𝐥𝐲 𝐌𝐚𝐬𝐭𝐞𝐫𝐜𝐥𝐚𝐬𝐬 Court win ✓ In-house chips ✓ Gemini 3 ✓ 90% search dominance ✓ = $3.8T market cap Up 16% while rivals tank. The secret? Vertical integration + spending smarter (23% of revenue vs Meta/Microsoft’s 35%). Alphabet looks less like an AI bubble, more like the AI backbone. Sometimes the tortoise beats the hare. 🐢​​​​​​​​​​​​​​​​ More via @wsj by @djtgallagher https://www.wsj.com/finance/stocks/google-alphabet-stock-ai-36724d9f #ai #tech #investor # https://x.com/mohossain/status/1993349635146928161?s=46 𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭’𝐬 𝐌𝐨𝐧𝐨𝐩𝐨𝐥𝐲 𝐌𝐚𝐬𝐭𝐞𝐫𝐜𝐥𝐚𝐬𝐬 Court win ✓ In-house chips ✓ Gemini 3 ✓ 90% search dominance ✓ = $3.8T market cap Up 16% while rivals tank. The secret? Vertical integration + spending smarter (23% of revenue vs Meta/Microsoft’s 35%). Alphabet looks less like an AI bubble, more like the AI backbone. Sometimes the tortoise beats the hare. 🐢​​​​​​​​​​​​​​​​ More via @wsj by @djtgallagher https://www.wsj.com/finance/stocks/google-alphabet-stock-ai-36724d9f #ai #tech #investor # https://x.com/mohossain/status/1993349635146928161?s=46
November 25, 2025 at 4:09 PM
mohossain.bsky.social
𝐃𝐞𝐦𝐚𝐧𝐝‑𝐝𝐫𝐢𝐯𝐞𝐧 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 = 𝐡𝐢𝐠𝐡𝐞𝐫‑𝐟𝐨𝐫‑𝐥𝐨𝐧𝐠𝐞𝐫 𝐫𝐚𝐭𝐞𝐬.

SF Fed decomposition shows price growth fueled by strong activity, not supply shocks. As long as demand‑pull keeps inflation >2%, the Fed must lean on restrictive policy

The source of inflation dictates the path of rates
#m2
x.com/mohossain/st...
𝐃𝐞𝐦𝐚𝐧𝐝‑𝐝𝐫𝐢𝐯𝐞𝐧 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 = 𝐡𝐢𝐠𝐡𝐞𝐫‑𝐟𝐨𝐫‑𝐥𝐨𝐧𝐠𝐞𝐫 𝐫𝐚𝐭𝐞𝐬. San Francisco Fed decomposition shows price growth fueled by strong activity, not supply shocks. As long as demand‑pull keeps inflation >2%, the Fed must lean on restrictive policy. The source of inflation dictates the path of rates. #m2 #governmentspending #inflation https://x.com/mohossain/status/1659302243508551680?s=46 𝐃𝐞𝐦𝐚𝐧𝐝‑𝐝𝐫𝐢𝐯𝐞𝐧 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 = 𝐡𝐢𝐠𝐡𝐞𝐫‑𝐟𝐨𝐫‑𝐥𝐨𝐧𝐠𝐞𝐫 𝐫𝐚𝐭𝐞𝐬. San Francisco Fed decomposition shows price growth fueled by strong activity, not supply shocks. As long as demand‑pull keeps inflation >2%, the Fed must lean on restrictive policy. The source of inflation dictates the path of rates. #m2 #governmentspending #inflation https://x.com/mohossain/status/1659302243508551680?s=46 𝐃𝐞𝐦𝐚𝐧𝐝‑𝐝𝐫𝐢𝐯𝐞𝐧 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 = 𝐡𝐢𝐠𝐡𝐞𝐫‑𝐟𝐨𝐫‑𝐥𝐨𝐧𝐠𝐞𝐫 𝐫𝐚𝐭𝐞𝐬. San Francisco Fed decomposition shows price growth fueled by strong activity, not supply shocks. As long as demand‑pull keeps inflation >2%, the Fed must lean on restrictive policy. The source of inflation dictates the path of rates. #m2 #governmentspending #inflation https://x.com/mohossain/status/1659302243508551680?s=46
November 24, 2025 at 2:42 PM
mohossain.bsky.social
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲’𝐬 𝐜𝐚𝐬𝐡 𝐜𝐫𝐮𝐧𝐜𝐡 𝐢𝐬 𝐟𝐮𝐞𝐥𝐢𝐧𝐠 𝐝𝐞𝐛𝐭‑𝐝𝐫𝐢𝐯𝐞𝐧 𝐩𝐚𝐲𝐨𝐮𝐭𝐬

Dividend recap loans have hit $28.7B YTD—on pace to surpass 2021. With IPOs and M&A stalled, sponsors are layering leverage to appease cash‑flow negative LPs. .... credit risks.

⬇️

x.com/mohossain/st...
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲’𝐬 𝐜𝐚𝐬𝐡 𝐜𝐫𝐮𝐧𝐜𝐡 𝐢𝐬 𝐟𝐮𝐞𝐥𝐢𝐧𝐠 𝐝𝐞𝐛𝐭‑𝐝𝐫𝐢𝐯𝐞𝐧 𝐩𝐚𝐲𝐨𝐮𝐭𝐬 Dividend recap loans have hit $28.7B YTD—on pace to surpass 2021. With IPOs and M&A stalled, sponsors are layering leverage to appease cash‑flow negative LPs. CLO demand, tight spreads, and limited new loan supply keep the window open, but rising leverage and weak portfolio performance increase refinancing and credit risks. LPs are cash‑flow negative, prompting sponsors to add term loans to manufacture DPI. ⬇️ PE Firms Flood Junk Debt Market to Pay Themselves: Credit Weekly - Bloomberg https://www.bloomberg.com/news/articles/2025-11-22/pe-firms-flood-junk-debt-market-to-pay-themselves-credit-weekly #mergers #acquisition #mergerarbitrage #investor @mohossain Ennovance m&a investor family office https://x.com/mohossain/status/1992335443526832524?s=46
November 22, 2025 at 9:00 PM
mohossain.bsky.social
🏠New > Old, Pricewise.

For the first time since 1970, new single-family homes are cheaper than existing ones.

Builders are downsizing and offering incentives.

Sellers are sitting tight with low-rate mortgages.

Affordability is reshaping the housing market. 🏠📉

x.com/mohossain/st...
🏠New > Old, Pricewise. For the first time since 1970, new single-family homes are cheaper than existing ones. Builders are downsizing and offering incentives. Sellers are sitting tight with low-rate mortgages. Affordability is reshaping the housing market. 🏠📉 https://x.com/mohossain/status/1992269165558890580?s=46 🏠New > Old, Pricewise. For the first time since 1970, new single-family homes are cheaper than existing ones. Builders are downsizing and offering incentives. Sellers are sitting tight with low-rate mortgages. Affordability is reshaping the housing market. 🏠📉 https://x.com/mohossain/status/1992269165558890580?s=46
November 22, 2025 at 4:44 PM
mohossain.bsky.social
Wall Street is now AI’s balance sheet.

AI capex: $3T through 2028. Big tech will cash-flow only ~50%. The rest = debt, private credit, securitizations

⬇️
Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy - WSJ
www.wsj.com/finance/inve...
#ennovance

x.com/mohossain/st...
Wall Street is now AI’s balance sheet. AI capex: $3T through 2028. Big tech will cash-flow only ~50%. The rest = debt, private credit, securitizations ⬇️ Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy - WSJ https://www.wsj.com/finance/investing/wall-street-ai-spending-bubble-810d270e #privatedebt #credit #investor #ennovance https://x.com/mohossain/status/1990613558753964206?s=46 Wall Street is now AI’s balance sheet. AI capex: $3T through 2028. Big tech will cash-flow only ~50%. The rest = debt, private credit, securitizations ⬇️ Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy - WSJ https://www.wsj.com/finance/investing/wall-street-ai-spending-bubble-810d270e #privatedebt #credit #investor #ennovance https://x.com/mohossain/status/1990613558753964206?s=46 Wall Street is now AI’s balance sheet. AI capex: $3T through 2028. Big tech will cash-flow only ~50%. The rest = debt, private credit, securitizations ⬇️ Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy - WSJ https://www.wsj.com/finance/investing/wall-street-ai-spending-bubble-810d270e #privatedebt #credit #investor #ennovance https://x.com/mohossain/status/1990613558753964206?s=46 Wall Street is now AI’s balance sheet. AI capex: $3T through 2028. Big tech will cash-flow only ~50%. The rest = debt, private credit, securitizations ⬇️ Wall Street Blows Past Bubble Worries to Supercharge AI Spending Frenzy - WSJ https://www.wsj.com/finance/investing/wall-street-ai-spending-bubble-810d270e #privatedebt #credit #investor #ennovance https://x.com/mohossain/status/1990613558753964206?s=46
November 18, 2025 at 2:55 AM
mohossain.bsky.social
𝐓𝐡𝐢𝐫𝐝-𝐏𝐚𝐫𝐭𝐲 𝐂𝐨𝐥𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐅𝐚𝐥𝐥 𝐭𝐨 𝟐𝟓-𝐘𝐞𝐚𝐫 𝐋𝐨𝐰

From Peak Pain to Quiet Progress
In 2010, 14% of Americans had third-party collections. Today? Just 5%.

The average balance is ~$1,600—still real, but fewer are stuck. 🇺🇸Resilience isn’t loud. It’s steady.
x.com/mohossain/st...
𝐓𝐡𝐢𝐫𝐝-𝐏𝐚𝐫𝐭𝐲 𝐂𝐨𝐥𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐅𝐚𝐥𝐥 𝐭𝐨 𝟐𝟓-𝐘𝐞𝐚𝐫 𝐋𝐨𝐰 From Peak Pain to Quiet Progress In 2010, 14% of Americans had third-party collections. Today? Just 5%. The average balance is ~$1,600—still real, but fewer are stuck. 🇺🇸Resilience isn’t loud. It’s steady. https://x.com/mohossain/status/1989746440516624874?s=46 𝐓𝐡𝐢𝐫𝐝-𝐏𝐚𝐫𝐭𝐲 𝐂𝐨𝐥𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐅𝐚𝐥𝐥 𝐭𝐨 𝟐𝟓-𝐘𝐞𝐚𝐫 𝐋𝐨𝐰 From Peak Pain to Quiet Progress In 2010, 14% of Americans had third-party collections. Today? Just 5%. The average balance is ~$1,600—still real, but fewer are stuck. 🇺🇸Resilience isn’t loud. It’s steady. https://x.com/mohossain/status/1989746440516624874?s=46 𝐓𝐡𝐢𝐫𝐝-𝐏𝐚𝐫𝐭𝐲 𝐂𝐨𝐥𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐅𝐚𝐥𝐥 𝐭𝐨 𝟐𝟓-𝐘𝐞𝐚𝐫 𝐋𝐨𝐰 From Peak Pain to Quiet Progress In 2010, 14% of Americans had third-party collections. Today? Just 5%. The average balance is ~$1,600—still real, but fewer are stuck. 🇺🇸Resilience isn’t loud. It’s steady. https://x.com/mohossain/status/1989746440516624874?s=46
November 15, 2025 at 5:28 PM
mohossain.bsky.social
𝐈𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐢𝐬 𝐩𝐨𝐥𝐢𝐭𝐢𝐜𝐚𝐥𝐥𝐲 𝐮𝐧𝐩𝐨𝐩𝐮𝐥𝐚𝐫

Prices go up, consumers scream “inflation!”
Inflation cools, prices stay high—still the government’s fault.

It’s not Econ 101, it’s Blame 101.
Culprits: vibes, supply chains, and whoever’s in office.

🇺🇸https://x.com/mohossain/status/1545482174807384069?s=46
𝐈𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐢𝐬 𝐩𝐨𝐥𝐢𝐭𝐢𝐜𝐚𝐥𝐥𝐲 𝐮𝐧𝐩𝐨𝐩𝐮𝐥𝐚𝐫 Prices go up, consumers scream “inflation!” Inflation cools, prices stay high—still the government’s fault. It’s not Econ 101, it’s Blame 101. Culprits: vibes, supply chains, and whoever’s in office. https://x.com/mohossain/status/1989736676969582884?s=46 🇺🇸https://x.com/mohossain/status/1545482174807384069?s=46 #consumer #economy #Investment $ 𝐈𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐢𝐬 𝐩𝐨𝐥𝐢𝐭𝐢𝐜𝐚𝐥𝐥𝐲 𝐮𝐧𝐩𝐨𝐩𝐮𝐥𝐚𝐫 Prices go up, consumers scream “inflation!” Inflation cools, prices stay high—still the government’s fault. It’s not Econ 101, it’s Blame 101. Culprits: vibes, supply chains, and whoever’s in office. https://x.com/mohossain/status/1989736676969582884?s=46 🇺🇸https://x.com/mohossain/status/1545482174807384069?s=46 #consumer #economy #Investment $
November 15, 2025 at 4:50 PM
mohossain.bsky.social
𝐒&𝐏 𝟓𝟎𝟎 𝐜𝐨𝐧𝐜𝐞𝐧𝐭𝐫𝐚𝐭𝐢𝐨𝐧 𝐣𝐮𝐬𝐭 𝐡𝐢𝐭 𝐭𝐡𝐞 𝟏𝟎𝟎𝐭𝐡 𝐩𝐞𝐫𝐜𝐞𝐧𝐭𝐢𝐥𝐞—𝐛𝐞𝐲𝐨𝐧𝐝 𝐍𝐢𝐟𝐭𝐲‑𝐅𝐢𝐟𝐭𝐲 𝐡𝐢𝐠𝐡𝐬.

Unlike 1969, when Buffett shut down his hedge fund amid frothy valuations…

𝑀𝑎𝑟𝑘𝑒𝑡 𝑐𝑜𝑛𝑐𝑒𝑛𝑡𝑟𝑎𝑡𝑖𝑜𝑛 𝑖𝑠 𝑡ℎ𝑒 𝑛𝑒𝑤 𝑏𝑢𝑠𝑖𝑛𝑒𝑠𝑠 𝑚𝑜𝑑𝑒𝑙—“𝑤𝑖𝑛𝑛𝑒𝑟 𝑡𝑎𝑘𝑒𝑠 𝑎𝑙𝑙, 𝑐𝑜𝑚𝑝𝑒𝑡𝑖𝑡𝑜𝑟𝑠 𝑗𝑢𝑠𝑡 𝑑𝑒𝑐𝑜𝑟”?
x.com/mohossain/st...
𝐒&𝐏 𝟓𝟎𝟎 𝐜𝐨𝐧𝐜𝐞𝐧𝐭𝐫𝐚𝐭𝐢𝐨𝐧 𝐣𝐮𝐬𝐭 𝐡𝐢𝐭 𝐭𝐡𝐞 𝟏𝟎𝟎𝐭𝐡 𝐩𝐞𝐫𝐜𝐞𝐧𝐭𝐢𝐥𝐞—𝐛𝐞𝐲𝐨𝐧𝐝 𝐍𝐢𝐟𝐭𝐲‑𝐅𝐢𝐟𝐭𝐲 𝐡𝐢𝐠𝐡𝐬. Unlike 1969, when Buffett shut down his hedge fund amid frothy valuations, today’s dominance isn’t speculative fluff. It’s a quiet monopoly of quality growth—Rockefeller would be jealous, Morganization on AI steroids, with Uncle Sam as backstop. These aren’t Pets.com reruns. They’re resilient incumbents ruling sectors they didn’t even start in. 𝑀𝑎𝑟𝑘𝑒𝑡 𝑐𝑜𝑛𝑐𝑒𝑛𝑡𝑟𝑎𝑡𝑖𝑜𝑛 𝑖𝑠𝑛’𝑡 𝑎 𝑤𝑎𝑟𝑛𝑖𝑛𝑔. 𝐼𝑠 𝑖𝑡 𝑡ℎ𝑒 𝑛𝑒𝑤 𝑏𝑢𝑠𝑖𝑛𝑒𝑠𝑠 𝑚𝑜𝑑𝑒𝑙 𝑜𝑓 𝑑𝑜𝑚𝑖𝑛𝑎𝑛𝑐𝑒—“𝑤𝑖𝑛𝑛𝑒𝑟 𝑡𝑎𝑘𝑒𝑠 𝑎𝑙𝑙, 𝑐𝑜𝑚𝑝𝑒𝑡𝑖𝑡𝑜𝑟𝑠 𝑗𝑢𝑠𝑡 𝑑𝑒𝑐𝑜𝑟”? #tech #monopoly #investor #ennovance #Riskarb #riskmanagement #hedgefund ht:JPM https://x.com/mohossain/status/1659302243508551680?s=46 @mohossain https://x.com/mohossain/status/1989543310516470061?s=46
November 15, 2025 at 4:04 AM
mohossain.bsky.social
𝐕𝐂 𝐝𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧𝐬 𝐫𝐞𝐦𝐚𝐢𝐧 𝐚𝐭 𝐜𝐫𝐢𝐬𝐢𝐬-𝐞𝐫𝐚 𝐥𝐨𝐰𝐬
—LPs retreat as capital returned fails to materialize, and PE faces a growing backlog of aging assets.

Real assets, with tangible income and “political sizzle,” are the only strategy outperforming their long-term IRRs?

x.com/mohossain/st...
𝐕𝐂 𝐝𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧𝐬 𝐫𝐞𝐦𝐚𝐢𝐧 𝐚𝐭 𝐜𝐫𝐢𝐬𝐢𝐬-𝐞𝐫𝐚 𝐥𝐨𝐰𝐬 —LPs retreat as capital returned fails to materialize, and PE faces a growing backlog of aging assets. Real assets, with tangible income and “political sizzle,” are the only strategy outperforming their long-term IRRs? https://x.com/mohossain/status/1987530711113273582?s=46
November 13, 2025 at 7:15 PM
Reposted by Mo Hossain
jmackin2.bsky.social
You know how ChatGPT 5 is meant to fix stupid mistakes in maths? Not so much. Even when asked about stupid mistakes in maths.
November 5, 2025 at 5:49 PM
mohossain.bsky.social
𝐇𝐨𝐰 𝐦𝐮𝐜𝐡 𝐥𝐨𝐧𝐠𝐞𝐫 𝐜𝐚𝐧 𝐡𝐨𝐮𝐬𝐞𝐡𝐨𝐥𝐝𝐬 𝐚𝐛𝐬𝐨𝐫𝐛 𝐭𝐡𝐢𝐬 𝐬𝐭𝐫𝐚𝐢𝐧 𝐛𝐞𝐟𝐨𝐫𝐞 𝐢𝐭 𝐟𝐨𝐫𝐜𝐞𝐬 𝐚 𝐛𝐫𝐨𝐚𝐝𝐞𝐫 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐫𝐞𝐬𝐞𝐭?

• 6.65% of subprime borrowers are 60+ days late — highest since 1994
• Subprime share of consumers up to 14.4%
• 28% of trade‑ins carry negative equity, avg new car price >$50K.

x.com/mohossain/st...
𝐇𝐨𝐰 𝐦𝐮𝐜𝐡 𝐥𝐨𝐧𝐠𝐞𝐫 𝐜𝐚𝐧 𝐡𝐨𝐮𝐬𝐞𝐡𝐨𝐥𝐝𝐬 𝐚𝐛𝐬𝐨𝐫𝐛 𝐭𝐡𝐢𝐬 𝐬𝐭𝐫𝐚𝐢𝐧 𝐛𝐞𝐟𝐨𝐫𝐞 𝐢𝐭 𝐟𝐨𝐫𝐜𝐞𝐬 𝐚 𝐛𝐫𝐨𝐚𝐝𝐞𝐫 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐫𝐞𝐬𝐞𝐭? #Auto loan stress hits a record: • 6.65% of subprime borrowers are 60+ days late — highest since 1994 (Fitch). • Subprime share of consumers up to 14.4% (TransUnion). • 28% of trade‑ins carry negative equity, avg new car price >$50K. Americans are working hard and hustling, yet buried under 20–30% loan rates. This isn’t just consumer credit risk. It’s a flashing signal: household budgets are cracking, and the economy is running on borrowed time. #consumer #credit #car ht: BBG https://x.com/mohossain/status/1988753193581306155?s=46 𝐇𝐨𝐰 𝐦𝐮𝐜𝐡 𝐥𝐨𝐧𝐠𝐞𝐫 𝐜𝐚𝐧 𝐡𝐨𝐮𝐬𝐞𝐡𝐨𝐥𝐝𝐬 𝐚𝐛𝐬𝐨𝐫𝐛 𝐭𝐡𝐢𝐬 𝐬𝐭𝐫𝐚𝐢𝐧 𝐛𝐞𝐟𝐨𝐫𝐞 𝐢𝐭 𝐟𝐨𝐫𝐜𝐞𝐬 𝐚 𝐛𝐫𝐨𝐚𝐝𝐞𝐫 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐫𝐞𝐬𝐞𝐭? #Auto loan stress hits a record: • 6.65% of subprime borrowers are 60+ days late — highest since 1994 (Fitch). • Subprime share of consumers up to 14.4% (TransUnion). • 28% of trade‑ins carry negative equity, avg new car price >$50K. Americans are working hard and hustling, yet buried under 20–30% loan rates. This isn’t just consumer credit risk. It’s a flashing signal: household budgets are cracking, and the economy is running on borrowed time. #consumer #credit #car ht: BBG https://x.com/mohossain/status/1988753193581306155?s=46
November 12, 2025 at 11:46 PM
mohossain.bsky.social
𝐇𝐢𝐬𝐭𝐨𝐫𝐲 𝐨𝐟 𝐇𝐲𝐩𝐞: 𝟏𝟖𝟎 𝐘𝐞𝐚𝐫𝐬 𝐨𝐟 𝐁𝐮𝐲𝐢𝐧𝐠 𝐭𝐡𝐞 𝐓𝐨𝐩.

🚂📞🛢️🤖 … 𝑀𝑎𝑛𝑖𝑎 𝑖𝑠 𝑎 𝑓𝑒𝑎𝑡𝑢𝑟𝑒, 𝑛𝑜𝑡 𝑎 𝑏𝑢𝑔.

Every tech boom rides in with productivity gains and capital euphoria—then leaves investors holding the bubble bag.
From railways to AI: +600% up, then reality.

So what’s your edge ..?

x.com/mohossain/st...
𝐇𝐢𝐬𝐭𝐨𝐫𝐲 𝐨𝐟 𝐇𝐲𝐩𝐞: 𝟏𝟖𝟎 𝐘𝐞𝐚𝐫𝐬 𝐨𝐟 𝐁𝐮𝐲𝐢𝐧𝐠 𝐭𝐡𝐞 𝐓𝐨𝐩. 🚂📞🛢️🤖 … 𝑀𝑎𝑛𝑖𝑎 𝑖𝑠 𝑎 𝑓𝑒𝑎𝑡𝑢𝑟𝑒, 𝑛𝑜𝑡 𝑎 𝑏𝑢𝑔. Every tech boom rides in with productivity gains and capital euphoria—then leaves investors holding the bubble bag. From railways to AI: +600% up, then reality. History doesn’t repeat, but it sure likes a good chart. So what’s your edge when the next mania hits—timing, narrative, or exit speed? #RiskManagement #AI #Investor $ @mohossain @ennovance https://x.com/mohossain/status/1988681840710815925?s=46 𝐇𝐢𝐬𝐭𝐨𝐫𝐲 𝐨𝐟 𝐇𝐲𝐩𝐞: 𝟏𝟖𝟎 𝐘𝐞𝐚𝐫𝐬 𝐨𝐟 𝐁𝐮𝐲𝐢𝐧𝐠 𝐭𝐡𝐞 𝐓𝐨𝐩. 🚂📞🛢️🤖 … 𝑀𝑎𝑛𝑖𝑎 𝑖𝑠 𝑎 𝑓𝑒𝑎𝑡𝑢𝑟𝑒, 𝑛𝑜𝑡 𝑎 𝑏𝑢𝑔. Every tech boom rides in with productivity gains and capital euphoria—then leaves investors holding the bubble bag. From railways to AI: +600% up, then reality. History doesn’t repeat, but it sure likes a good chart. So what’s your edge when the next mania hits—timing, narrative, or exit speed? #RiskManagement #AI #Investor $ @mohossain @ennovance https://x.com/mohossain/status/1988681840710815925?s=46 𝐇𝐢𝐬𝐭𝐨𝐫𝐲 𝐨𝐟 𝐇𝐲𝐩𝐞: 𝟏𝟖𝟎 𝐘𝐞𝐚𝐫𝐬 𝐨𝐟 𝐁𝐮𝐲𝐢𝐧𝐠 𝐭𝐡𝐞 𝐓𝐨𝐩. 🚂📞🛢️🤖 … 𝑀𝑎𝑛𝑖𝑎 𝑖𝑠 𝑎 𝑓𝑒𝑎𝑡𝑢𝑟𝑒, 𝑛𝑜𝑡 𝑎 𝑏𝑢𝑔. Every tech boom rides in with productivity gains and capital euphoria—then leaves investors holding the bubble bag. From railways to AI: +600% up, then reality. History doesn’t repeat, but it sure likes a good chart. So what’s your edge when the next mania hits—timing, narrative, or exit speed? #RiskManagement #AI #Investor $ @mohossain @ennovance https://x.com/mohossain/status/1988681840710815925?s=46 𝐇𝐢𝐬𝐭𝐨𝐫𝐲 𝐨𝐟 𝐇𝐲𝐩𝐞: 𝟏𝟖𝟎 𝐘𝐞𝐚𝐫𝐬 𝐨𝐟 𝐁𝐮𝐲𝐢𝐧𝐠 𝐭𝐡𝐞 𝐓𝐨𝐩. 🚂📞🛢️🤖 … 𝑀𝑎𝑛𝑖𝑎 𝑖𝑠 𝑎 𝑓𝑒𝑎𝑡𝑢𝑟𝑒, 𝑛𝑜𝑡 𝑎 𝑏𝑢𝑔. Every tech boom rides in with productivity gains and capital euphoria—then leaves investors holding the bubble bag. From railways to AI: +600% up, then reality. History doesn’t repeat, but it sure likes a good chart. So what’s your edge when the next mania hits—timing, narrative, or exit speed? #RiskManagement #AI #Investor $ @mohossain @ennovance https://x.com/mohossain/status/1988681840710815925?s=46
November 12, 2025 at 7:06 PM
mohossain.bsky.social
𝐀𝐈 𝐝𝐞𝐛𝐭 𝐰𝐚𝐯𝐞 = 𝐜𝐨𝐫𝐫𝐞𝐥𝐚𝐭𝐢𝐨𝐧 𝐟𝐥𝐢𝐩.

90‑day correlation between US IG spreads & S&P is rising — rare territory.

Only 5 times in the past decade we’ve seen less‑negative readings
Now? Mini‑decoupling driven by:

• AI issuance wave
• Hidden risk jitters

Credit isn’t just following equities anymore…
𝐀𝐈 𝐝𝐞𝐛𝐭 𝐰𝐚𝐯𝐞 = 𝐜𝐨𝐫𝐫𝐞𝐥𝐚𝐭𝐢𝐨𝐧 𝐟𝐥𝐢𝐩. 📈🧩 Credit vs. Equities: 90‑day correlation between US IG spreads & S&P is rising — rare territory. Only 5 times in the past decade we’ve seen less‑negative readings: 2016 (Trump shock), 2018 (trade war), 2021/22 (inflation spike), 2023 (regional banks), 2024 (yen carry fears). Now? Mini‑decoupling driven by: • AI issuance wave • Hidden risk jitters Credit isn’t just following equities anymore… @mohossain @ennovance
November 12, 2025 at 3:02 PM
mohossain.bsky.social
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐫𝐞𝐝𝐢𝐭: 𝐟𝐫𝐨𝐦 𝐧𝐢𝐜𝐡𝐞 𝐥𝐞𝐧𝐝𝐞𝐫 𝐭𝐨 $𝟑𝐓 𝐬𝐡𝐚𝐝𝐨𝐰 𝐛𝐚𝐧𝐤 𝐛𝐲 𝟐𝟎𝟐𝟖 — 𝐰𝐢𝐭𝐡 𝐛𝐚𝐧𝐤𝐬 & 𝐢𝐧𝐬𝐮𝐫𝐞𝐫𝐬 𝐬𝐭𝐫𝐚𝐩𝐩𝐞𝐝 𝐢𝐧 𝐣𝐮𝐬𝐭 𝐚𝐬 𝐭𝐡𝐞 𝐜𝐫𝐚𝐜𝐤𝐬 𝐚𝐩𝐩𝐞𝐚𝐫.

🐸 Renovo’s 💯‑to‑zero overnight
From Zips Car Wash to Tricolor Auto, everyone fears the boiling frog — but in this market, you don’t simmer. You splat.
x.com/mohossain/st...
𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐫𝐞𝐝𝐢𝐭: 𝐟𝐫𝐨𝐦 𝐧𝐢𝐜𝐡𝐞 𝐥𝐞𝐧𝐝𝐞𝐫 𝐭𝐨 $𝟑𝐓 𝐬𝐡𝐚𝐝𝐨𝐰 𝐛𝐚𝐧𝐤 𝐛𝐲 𝟐𝟎𝟐𝟖 — 𝐰𝐢𝐭𝐡 𝐛𝐚𝐧𝐤𝐬 & 𝐢𝐧𝐬𝐮𝐫𝐞𝐫𝐬 𝐬𝐭𝐫𝐚𝐩𝐩𝐞𝐝 𝐢𝐧 𝐣𝐮𝐬𝐭 𝐚𝐬 𝐭𝐡𝐞 𝐜𝐫𝐚𝐜𝐤𝐬 𝐚𝐩𝐩𝐞𝐚𝐫. 🐸 Renovo’s 💯‑to‑zero overnight collapse isn’t isolated. From Zips Car Wash to Tricolor Auto, everyone fears the boiling frog — but in this market, you don’t simmer. You splat. #Privatedebt funds promise yield, but the real test comes when private valuations collide with public outcomes. So how much yield is worth that risk? #privateequity #credit #investor https://x.com/mohossain/status/1963805615198781803?s=46
November 12, 2025 at 5:12 AM
mohossain.bsky.social
𝐀𝐈: 𝐩𝐨𝐰𝐞𝐫𝐞𝐝 𝐛𝐲 𝐆𝐏𝐔𝐬, 𝐟𝐢𝐧𝐚𝐧𝐜𝐞𝐝 𝐛𝐲 𝐘𝐎𝐋𝐎 𝐝𝐞𝐛𝐭. AI debt structures with equity‑like returns

Deals: $30B @ 6.58% | $38B @ 6.40% | $12–20B @ 10.50%
Capital costs rise, structures get complex. Yield for credit investors, risk for equity holders?

x.com/mohossain/st... #privatedebt

x.com/mohossain/st...
𝐀𝐈: 𝐩𝐨𝐰𝐞𝐫𝐞𝐝 𝐛𝐲 𝐆𝐏𝐔𝐬, 𝐟𝐢𝐧𝐚𝐧𝐜𝐞𝐝 𝐛𝐲 𝐘𝐎𝐋𝐎 𝐝𝐞𝐛𝐭. AI debt structures with equity‑like returns Deals: $30B @ 6.58% | $38B @ 6.40% | $12–20B @ 10.50% Capital costs rise, structures get complex. Yield for credit investors, risk for equity holders? https://x.com/mohossain/status/1979308168447693289?s=46 #privatedebt #RiskManagement #CRE #Investor @mohossain https://x.com/mohossain/status/1988427504747466997?s=46
November 12, 2025 at 2:06 AM