Selling Opportunity

  • Is this a selling opportunity? Blackstone sure thinks it is. They are looking to bring 8 of their portfolio companies public. What's the rush?
  • Who is going to buy that over leveraged bleepity bleep?
  • Vehicle prices are up nearly 10% year over year. This is largely because car companies were over producing and selling cars at a loss. Now that they have declared bankruptcy and right sized production, prices are higher. Is this a one off or a shot across the bow for inflation? Used vehicle prices are up strongly as well.
  • Chicago transit is hiking fares by 30%.
  • I am still undecided on the inflation/deflation debate. But we finally are seeing some signs of inflation outside of commodities.

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