The Daily Briefing That Unlocks Private Markets.

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

Micron Hits $1T | Fed Loosens | BP Again | The Pentagon Bill

May 26, 2026

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4 min read

Micron Hits $1T | Fed Loosens | BP Again | The Pentagon Bill

Micron's memory supply is sold out. The Fed is quietly locking in its oversight pullback. BP just fired its second chair in three years.

Dio Pouerie, +1

Test Your Multifamily Marks Against Avalon's $69B Verdict

May 26, 2026

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5 min read

Test Your Multifamily Marks Against Avalon's $69B Verdict

AvalonBay and Equity Residential need a $69 billion merger to deliver coastal returns, Salesforce reports Wednesday into a SaaS market already marked down, and Anthropic stood next to the Pope while suing the Trump administration.

Dio Pouerie, +1

Sell in May? The Data Says That's the Wrong Question

May 25, 2026

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7 min read

Sell in May? The Data Says That's the Wrong Question

A 300-year-old adage resurfaces every spring. The data behind it is real, just not the way most investors use it. The pattern has weakened, the risk profile has flipped, and in 2026, oil, rates, and the tariff courtroom carry more votes than any almanac.

Dio Pouerie, +1

Five Questions That Will Define the Roadshow Window

May 24, 2026

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6 min read

Five Questions That Will Define the Roadshow Window

Last week built the frameworks. This week the data decides whether they hold.

Dio Pouerie, +1

May 23, 2026

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7 min read

Six Things the Market Cannot Unlearn.

SpaceX split itself in two. Nvidia conceded China. Retailers beat and fell. Warsh inherited a rate problem AI helped create. And gasoline hit Memorial Day with a supply warning.

Dio Pouerie, +1

Warsh Sworn In | Hike Priced | Gulf Shifts | Rate Regime

May 22, 2026

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4 min read

Warsh Sworn In | Hike Priced | Gulf Shifts | Rate Regime

Waller said remove the easing bias. Traders priced a hike the same day Warsh took office. The Fed moved toward hikes on Warsh's first day.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Micron Hits $1T | Fed Loosens | BP Again | The Pentagon Bill

Test Your Multifamily Marks Against Avalon's $69B Verdict

Sell in May? The Data Says That's the Wrong Question

Five Questions That Will Define the Roadshow Window

Six Things the Market Cannot Unlearn.

Warsh Sworn In | Hike Priced | Gulf Shifts | Rate Regime

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