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.

Sep 13, 2026

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5 min read

The Week the Fed Puts a Number on 2027

Friday settled the month. Core prices rose 0.3% against a 0.2% call, and both long yields touched 52-week highs before easing back.

Dio Pouerie, +1

The Week Capital Split Between the Finished and the Unfinished

Sep 12, 2026

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6 min read

The Week Capital Split Between the Finished and the Unfinished

Core inflation ran a tenth hot and mortgage rates crossed 7%. Two sponsors exited a castings maker at 18 times. Veritas outbid CVC for Bodycote at a 37.5% premium. Oracle’s backlog grew $209 billion while its free cash flow went to negative $5 billion.

Dio Pouerie, +1

The Print Landed. Now It's About What Comes After.

Sep 11, 2026

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6 min read

The Print Landed. Now It's About What Comes After.

Core CPI at 0.3% pushed hike odds to 89%. Diesel crossed $6 for the first time. Chevron named the physical oil floor. China's four domestic AI chip companies are all now publicly traded.

Dio Pouerie, +1

The 10-Year Is at the Door of 5% | CPI Lands This Morning | Oracle Doubled Its Cloud and Guided $90 Billion | Trump Promised a Trillion-Dollar Dividend

Sep 11, 2026

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7 min read

The 10-Year Is at the Door of 5% | CPI Lands This Morning | Oracle Doubled Its Cloud and Guided $90 Billion | Trump Promised a Trillion-Dollar Dividend

The 10-year reached 4.97%, its highest since 2023, the morning the last inflation print before the FOMC hits. Oracle’s cloud infrastructure revenue doubled and it guided $90 billion for the year. Trump pledged $5,000 to every adult if Republicans hold Congress, a trillion-dollar promise into a market already short of buyers.

Dio Pouerie, +1

The War To Outlast the Presidency | Private Doubts | Hot Pipeline | Two AI Clocks

Sep 10, 2026

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6 min read

The War To Outlast the Presidency | Private Doubts | Hot Pipeline | Two AI Clocks

The White House's public timeline and its private one no longer match. Oil crossed $100 again. PPI accelerated on a diesel surge. Home sales are at their weakest in over a year.

Dio Pouerie, +1

The Market Called Bessent's Bluff | The Yen-and-Yields Combo Threatens the Rally | Texas Poaches Its First NYSE Listing

Sep 10, 2026

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5 min read

The Market Called Bessent's Bluff | The Yen-and-Yields Combo Threatens the Rally | Texas Poaches Its First NYSE Listing

Bessent promised to go big, delivered a $6 billion buyback, and yields hit a three-year high anyway. A stronger yen and rising rates are now the bull market's biggest risk. Energy Transfer is leaving New York for the Texas Stock Exchange.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

The Week the Fed Puts a Number on 2027

The Week Capital Split Between the Finished and the Unfinished

The Print Landed. Now It's About What Comes After.

The 10-Year Is at the Door of 5% | CPI Lands This Morning | Oracle Doubled Its Cloud and Guided $90 Billion | Trump Promised a Trillion-Dollar Dividend

The War To Outlast the Presidency | Private Doubts | Hot Pipeline | Two AI Clocks

The Market Called Bessent's Bluff | The Yen-and-Yields Combo Threatens the Rally | Texas Poaches Its First NYSE Listing

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