Peter Blackstone 4/3/24 Peter Blackstone 4/3/24

Politics and Special Interests Eroding National Security

We’ve mentioned a decoupling of US and Chinese economies in this space several times. In many cases, this decoupling is hard for the normal US citizen to see. Many offshore manufacturing contracts have moved from China to other Asian countries, and even more have shifted to Mexico.

Peter Blackstone 4/3/24 Peter Blackstone 4/3/24

Asset Allocation and the Wonders of Mixed Messages

Depending on how we as investors consume data and news, there is a lot of noise out there about how different investors allocate their money. Case in point, Short Squeez, a blog we read daily, posted a story recently about Sovereign Wealth Funds being over-allocated to private equity and putting a lot more scrutiny on their current investments because of it.

Peter Blackstone 1/19/24 Peter Blackstone 1/19/24

Trouble in The Red Sea – It’s Not Just Oil

Got two good eyes, but you still don’t see. A few days ago, CNBC interviewed Chevron CEO Mike Wirth at the Davos World Economic Forum. The obvious intention of the interview was to get a perspective on oil prices from one of the energy industry’s true titans.

Peter Blackstone 1/19/24 Peter Blackstone 1/19/24

Office Vacancy Records – Secular Change or Extra-Cyclicality?

When the COVID -19 Pandemic hit, it was a true ‘Black Swan” event. No-one could have predicted its likelihood, magnitude, or long-term impact. The global response of course sent most workers home and tested digital communications tools in ways that we otherwise never would have.

Peter Blackstone 12/31/23 Peter Blackstone 12/31/23

Willow Creek Partners - The Year in Review

Peter Blackstone 12/1/23 Peter Blackstone 12/1/23

Government Employees Still Working from Home

Peter Blackstone 11/29/23 Peter Blackstone 11/29/23

Rate Expectations

As 2023 started, investors struggled to process the best January on record. An epic January Effect propelled stocks higher despite Q4 2022 earnings reports that were “iffy” at best.

Willow Creek Partners 9/12/23 Willow Creek Partners 9/12/23

Access is the Most Important Thing - Private Equity Investment in Sports

When you think about sports ownership, you may think about big names like: Robert Kraft, The Steinbrenner Family, Jerry Jones, Jeffrey Vinik, and the like.

Willow Creek Partners 9/12/23 Willow Creek Partners 9/12/23

ARM Holdings IPO – And the Inevitable Headlines

This week ARM Holdings is poised to launch what will surely be the largest IPO of the year. ARM's been either preparing its IPO or preparing for sale for years

Willow Creek Partners 9/12/23 Willow Creek Partners 9/12/23

Deficits, Interest Rates, and Inflation – I’m Uncle Sam

One of the often-ignored negatives about increasing interest rates is the effect they have on government spending.

Willow Creek Partners 9/12/23 Willow Creek Partners 9/12/23

Negative Rent Growth

Tremendous rent growth, backed by a national housing shortage, has greatly encouraged a large build.

Willow Creek Partners 9/6/23 Willow Creek Partners 9/6/23

CRE Bottom?

One of the most entertaining parts about being a market participant is that there is always someone trying to call a top or bottom.

Willow Creek Partners 9/6/23 Willow Creek Partners 9/6/23

VCs are Betting on Mining Deals… Why?

There are obviously a lot of reasons why mining might be attractive.

Willow Creek Partners 9/6/23 Willow Creek Partners 9/6/23

Buffett’s Homebuilder Bet

When the greatest investor in history makes a sizable bet… it’s probably a good idea to pay attention, right?

Willow Creek Partners 9/6/23 Willow Creek Partners 9/6/23

Labor Unions and Inflation: Playing to the Tide

If you’re wondering why it is that inflation continues to be so persistent, you’re not alone.

Willow Creek Partners 8/30/23 Willow Creek Partners 8/30/23

PE Valuations and Corporate Venture Arms

Private Equity and its close cousin Venture Capital have seen enormous growth over the last few decades, including the emergence of large corporate venture arms

Willow Creek Partners 8/30/23 Willow Creek Partners 8/30/23

Mortgage Rates And a Little Sympathy

The current average rate on a 30-year mortgage is 7.48%. That number is the highest it’s been since November of 2000.

Willow Creek Partners 8/30/23 Willow Creek Partners 8/30/23

Government Shutdown? Here we go Again

The US Government’s fiscal year-end is September 30th and Congress still hasn’t learned anything from ratings agency downgrades or market volatility surrounding their negotiations.