The IPO window for consumer retail is officially cracking open. Bob’s Discount Furniture, acquired by Bain Capital in 2014, has filed to list on the NYSE under the symbol $BOBS, marking a major exit test for 2014-vintage private equity assets. 💰 THE FINANCIALS (9 Months ended Sept 28): The filing reveals a company with growing...
The most influential firm in Silicon Valley just reloaded—and the strategy is explicitly patriotic. Andreessen Horowitz (a16z) announced today it has raised over $15 billion across five new funds, its largest fundraising event ever. 💰 THE CAPITAL STACK: The raise is segmented to cover the entire lifecycle of “Hard Tech”: 🌍 THE GEOPOLITICAL THESIS: Co-founder...
The “Wall of Worry” has returned. According to LSEG Lipper data, US equity funds saw $26 billion in net outflows for the week ending Jan 7, marking the first weekly withdrawal since mid-December. 🌪️ THE DRIVERS: Investors are taking chips off the table ahead of a trifecta of risks: 💸 THE FLOW BREAKDOWN: 🛡️ THE...
The most high-stakes meeting in the energy sector is happening this Friday at the White House. President Trump, alongside Secretaries Chris Wright (Energy) and Marco Rubio (State), will urge executives from 17 major firms—including ExxonMobil, Chevron, ConocoPhillips, and Repsol—to commit billions to rebuilding Venezuela’s oil infrastructure following the removal of Nicolás Maduro. ⚔️ THE CORE...
The “Risk-On” trade hit a wall this week. For the first time in three weeks, global equity funds recorded a net outflow (-$6.07 billion), driven by a sharp pullback in US allocation amid valuation concerns and rate uncertainty. 💸 THE GREAT ROTATION (Week ending Jan 7): 1️⃣ The “Flight to Cash” is Back: The most...
The biggest event in Indian capital markets history is taking shape for 2026. Reliance Jio Platforms, the digital arm of Mukesh Ambani’s empire, is considering floating just 2.5% of the company in an IPO that could value the telecom giant between $180 billion and $240 billion. 💰 THE DEAL METRICS: 📜 THE REGULATORY CATALYST: Reliance...