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Private Markets Digest

The Daily Briefing That Unlocks Private Markets.

Trusted by capital allocators, family offices, and 40k+ serious investors who don’t chase headlines, they anticipate what comes next.

Private Markets Digest connects the dots that matter across private equity, venture capital, private credit, and banking.

Tax Drag 36% | Oil Clock | USMCA Gap

May 29, 2026

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5 min read

Tax Drag 36% | Oil Clock | USMCA Gap

After-tax return is now the primary differentiator. Exxon's inventory warning is independent of whatever the ceasefire says. The USMCA content gap is where the private capital opportunity lives.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Check Your AI Position Against Dell's Margin Line

May 29, 2026

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5 min read

Check Your AI Position Against Dell's Margin Line

Dell's record $43.8 billion quarter revealed margin compression underneath the AI boom, Anthropic tripled to a $965 billion valuation with chip makers on its cap table, and Nasdaq rewrote its index rules to absorb SpaceX's $1.75 trillion IPO in 15 days.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Two Feds Fight | Tesla Exposed | GDP Slips | Merger Freeze | Rails Blocked

May 28, 2026

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4 min read

Two Feds Fight | Tesla Exposed | GDP Slips | Merger Freeze | Rails Blocked

Two Fed officials ran opposite inflation frameworks publicly today. GDP missed while profits hit a five-year high. Tesla's own engineers contradicted its $1.6 trillion thesis.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Stress-Test Your Software Exit Multiple Today

May 28, 2026

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5 min read

Stress-Test Your Software Exit Multiple Today

Salesforce beat on every metric and still trades at a 33% YTD discount as AI disruption fears reprice the software layer, Samsung's chip workers extracted bonuses that reset fab labor costs permanently, and Dell reports into a $43 billion AI server backlog this morning.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Goldman's 8K | Ford's Pivot | Robinhood's Agents

May 27, 2026

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4 min read

Goldman's 8K | Ford's Pivot | Robinhood's Agents

Goldman priced 8,000 on an AI earnings assumption. Ford found its AI play in surplus batteries. Robinhood gave retail an AI trading agent with no rulebook yet written.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Test Your Chip-Adjacent Marks Against Micron's $1 Trillion Print

May 27, 2026

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4 min read

Test Your Chip-Adjacent Marks Against Micron's $1 Trillion Print

Micron crossed $1 trillion on UBS's HBM-sold-out call, Snowflake and Salesforce report tonight into AI agent doubts, and the DOE just locked Pennsylvania's gas peakers online for the fifth straight time.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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