The tweet was deleted by the author.
But we saved everything 🙂.
Dave Collum draws an analogy between the private credit and private equity sectors and the possibility of capsizing, referencing Guam in his comment.
The tweet alludes to instability in these financial markets, suggesting significant vulnerability. Collum attributes the remark to Hank Johnson as a tongue-in-cheek aside.
Collum has previously advocated for building portfolios with inverse correlation to the Nasdaq as a risk management strategy. In another recent warning, he flagged the likelihood of life insurance premium increases for Annual Renewable Term policyholders. Both comments indicate Collum's continued focus on market risks.