Mom before Somm. I like my politics like my Merlot - deep inky purple and well balanced. Free speech advocate - I’ll fight for your right to disagree with me!
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Jul 24 • 12 tweets • 5 min read
The private equity bubble has popped, & Trump is delivering the bailout they’ve been begging for!
Mega Thread 1/12
Trump is planning an executive order to open $12.2 TRILLION in 401(k)s to private equity. This isn’t about “opportunity.”
It’s a bailout for billionaires sitting on toxic assets they can’t sell. Here’s what they’re not telling you -
Private equity is collapsing.
•$3 TRILLION in overleveraged, unsellable assets
•14–21% interest from floating-rate debt
•Harvard & Yale can’t unload $8B in PE stakes
•No institutional buyers left
Their solution?
Take your retirement. 2/12
Mar 17 • 13 tweets • 5 min read
🚨 THE NEXT 2008 IS HAPPENING NOW 🚨
Party City. Joann’s. Forever 21. Big Lots. ALL COLLAPSING.
But this isn’t just “retail struggling.” This is financial arson.
Private equity rigged the system. They built a time bomb. And now? It’s detonating.
A MEGATHREAD: 🧵⬇️
1. THE BOMBSHELL
What if I told you…
Joann’s has 97% of its stores still profitable.
Hooters was making money.
Party City? Cash positive stores.
And yet, they’re all going bankrupt.
WHY?
Because Private Equity is using a weaponized version of the 2008 playbook.
