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David Merkel posts on X about private equity, $csx, $brkb, $nsc the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance stocks countries cryptocurrencies technology brands social networks
Social topic influence private equity, $csx, $brkb, $nsc, pacific, union pacific, $unp, money, fed, debt
Top assets mentioned CSX Corporation (CSX) Berkshire Hathaway Inc Class B (BRK.B) Norfolk Southern Corp. (NSC) Union Pacific Corporation (UNP) UNIPOLY (UNP) Reddit, Inc. (RDDT) Blackstone, Inc. (BX) Archway (ARCH) Berkshire Hathaway Inc. (BRK.A)
Top posts by engagements in the last XX hours
"PE distributions as a percentage of invested capital held steady at 20%-30% for years until 2021. Since then those figures have fallen to around XX% this year The average holding period for a PE investment has more than doubled from X years to 10" @AlephBlogDM on X 2025-07-24 18:54:25 UTC 16.8K followers, XX engagements
"The US railroad industry has sought consolidation for decades. For Union Pacific and CEO Jim Vena the stars are finally aligning Aside from the unions and the STB it will be interesting to see who will be against this $UNP $NSC $CSX $BRKB" @AlephBlogDM on X 2025-07-26 01:33:34 UTC 16.8K followers, XX engagements
"Bruce Flatt predicted the secondary market for private equity real estate and infrastructure will take off. Five years later the boom has come and his Brookfield has largely missed out. Brookfield is big doing many things but it can't do everything" @AlephBlogDM on X 2025-07-25 14:24:19 UTC 16.8K followers, XX engagements
"University of California fund ditches hedge funds with scathing rebuke Not the same group but in 2009 I said to the CIO of CALPERS that they should avoid hedge funds and stay w/unlevered stocks and bonds. They went into hedge funds anyway and lost" @AlephBlogDM on X 2025-07-22 16:01:32 UTC 16.8K followers, XX engagements
"'A long slow bleed': Quant hedge funds are getting slammed and scrambling for answers I would guess it is just a crowded trade" @AlephBlogDM on X 2025-07-24 23:10:46 UTC 16.8K followers, XX engagements
"Coffee was the first thing Charles Lane thought about when he woke up and often the last thing on his mind before bed. Then he nearly had a heart attack and everything changed. Almost dying will have a big effect on how you think" @AlephBlogDM on X 2025-07-25 01:04:12 UTC 16.8K followers, XX engagements
"He was lured into the military by a big sign-on bonusand was stunned by what he found. A Russian soldiers perspective on the war in Ukraine. Long & ugly story. Fooled by State media propaganda he joins the military thinking he will be safe" @AlephBlogDM on X 2025-07-25 01:01:25 UTC 16.8K followers, XXX engagements
"Day-Trading Restraints to Be Loosened Under Proposed Rule Change If you want average people to lose even more money sure eliminate the pattern day trading rule. The rule is good paternalism but if you don't want someone looking out for you go ahead" @AlephBlogDM on X 2025-07-22 21:16:09 UTC 16.8K followers, XX engagements
"Chinese Social-Media Hashtag Signals Growing Frustration With Job Market Yearning for 2000-2010 when the Chinese was actually growing. Now only the published numbers grow" @AlephBlogDM on X 2025-07-24 18:55:23 UTC 16.8K followers, XX engagements
"Union Pacific in mega US railroad merger talks with rival Norfolk Big change if it happens. It would make the US like Canada having two coast-to-coast Class I railroads. $UNP $NSC $CSX $BRKB" @AlephBlogDM on X 2025-07-24 18:57:27 UTC 16.8K followers, XXX engagements
"Lured by the cheap yen a record XX million visitors came to Japan last yearstraining the countrys long tradition of hospitality Japan is popular & for good reason. it is a place w/much & varied beauty. Can they handle the problems of popularity" @AlephBlogDM on X 2025-07-25 04:14:18 UTC 16.8K followers, XX engagements
"The last time a Fed chief was bounced says @johnauthers also marked the central bank's independence as we know it Presidents don't always get what they want from Fed Chairs they appoint and that is a good thing" @AlephBlogDM on X 2025-07-23 18:56:06 UTC 16.8K followers, XX engagements
"Private equity firms flip assets to themselves in record numbers "2/3ds of investors in private equity funds would prefer groups sell down investments through sales to companies or IPOs. Just one-sixth of investors said they preferred continuation funds."" @AlephBlogDM on X 2025-07-24 18:48:52 UTC 16.8K followers, XX engagements
"The Website at the End of the Internet (It doesn't really matter who you are how you spend your time online or what you imagine your relationship with the internet to be.) How Reddit $RDDT has taken off since AI got hot" @AlephBlogDM on X 2025-07-24 19:56:24 UTC 16.8K followers, XX engagements
"A key investor in BlackRocks private funds is looking to cut its stakes following disappointing performance and senior executive departures at the US asset manager The guys who run $ARCH are generally pretty smart; this is not a good sign for $BX" @AlephBlogDM on X 2025-07-24 23:07:21 UTC 16.8K followers, XXX engagements
"Is Private Market Investing Coming to Your 401(k) Heres What a Trump Executive Order Could Mean for Investors Dumb idea at least for now. Avoid. Private equity marks are biased high and they don't keep their promises when the fund should end" @AlephBlogDM on X 2025-07-22 21:17:24 UTC 16.8K followers, XX engagements
"In-N-Out Burgers billionaire owner Lynsi Snyder is leaving California and moving with her family to Tennessee A Christian leaves California to raise her family better. Makes sense. Oh also avoiding taxes" @AlephBlogDM on X 2025-07-23 13:08:44 UTC 16.8K followers, XX engagements
"Chinas 30-year government bond auction on Thursday drew its highest yield since March as risk sentiment improved and concerns over further losses cooled demand for debt. This is small" @AlephBlogDM on X 2025-07-25 04:15:07 UTC 16.8K followers, XX engagements
"Once a fundraising success Trilantic is now selling assets at a steep discount as middle-market private equity firms face a cash crunch Another reason to hate private equity; they devise ways to not pay you out after overstating their NAVs" @AlephBlogDM on X 2025-07-24 00:39:41 UTC 16.8K followers, XX engagements
"Think your ETF is diversified Its actually deversified. "Deversified" a neologism meaning the opposite of diversified. Don't buy ETFs that are too narrow or inverse or leveraged. The risk level is too high. Old article of mine:" @AlephBlogDM on X 2025-07-19 19:35:38 UTC 16.8K followers, XX engagements
"A kitchenware company contemplates layoffs. A pet products maker seeks new markets. A toymaker ships molds to Vietnam then ships them right back. Heres how Trumps trade war is upending Chinas factories Hurts China. Hurts the US. Lose-lose" @AlephBlogDM on X 2025-07-23 18:53:50 UTC 16.8K followers, XX engagements
"Valor Equity Partners whose founder has close ties to Musk is raising a debt fund to buy a massive supply of Nvidia chips for xAI $XX Billion would not be enough money to buy X million Nvidia GB200 chips much less complete the rest of the project" @AlephBlogDM on X 2025-07-24 18:50:41 UTC 16.8K followers, XX engagements
"Odds of Berkshire Hathaway Bid for CSX Are Rising; How Buffett Might Try to Pull It Off $CSX is a unique asset that is more to Buffett than anyone else. It would be a fitting end for Buffett's last year. $BRKB" @AlephBlogDM on X 2025-07-25 01:02:42 UTC 16.8K followers, XXX engagements
"Big change is coming to the Fed Don't expect that the FOMC will just "roll over" for Trump. If the new chairman is not what the other governors like there will be resistance" @AlephBlogDM on X 2025-07-22 21:18:18 UTC 16.8K followers, XX engagements