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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.

Housing Weakness Splits the Tape: Lowe’s Stabilizes as Home Depot Slips

Nov 20, 2025

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16 min read

Housing Weakness Splits the Tape: Lowe’s Stabilizes as Home Depot Slips

A cooling cycle produces two very different earnings stories, and fresh housing data shows the market drifting rather than turning.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The AI Reflex Breaks

Nov 19, 2025

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14 min read

The AI Reflex Breaks

Markets stop rewarding hype and start rewarding execution. Alphabet shows the difference.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The New High Ground | When Supply Chains Become Power

Nov 18, 2025

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12 min read

The New High Ground | When Supply Chains Become Power

A congressional panel warns that China holds the chokepoints of the future economy

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Biology Premium | When Resistance Becomes Capital

Nov 17, 2025

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12 min read

The Biology Premium | When Resistance Becomes Capital

Big Pharma is racing to outrun tumor evolution. J&J’s Halda buy shows where the next oncology cycle begins

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Imbalance at Inflection

Nov 14, 2025

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12 min read

Imbalance at Inflection

A growing split in wages, spending, and sentiment reveals an expansion resting on uneven ground.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Oil Paradox | The Commodity That Refuses To Go Quiet

Nov 13, 2025

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13 min read

The Oil Paradox | The Commodity That Refuses To Go Quiet

Electrification is rising, but oil is still the anchor beneath every growth story.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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