The tweet was deleted by the author.
But we saved everything 🙂.
Dave Collum, professor / financial commentator at Cornell University (Emeritus), comments on a discussion between @rcwhalen and @JuliaLaRoche about the substantial risk that private equity may pose to insurers.
Collum suggests that the situation could become a "bloodbath," highlighting the potential dangers facing the insurance sector from private equity exposure.
View post on X Loading...
Collum has previously commented on notable shifts in market expectations. He pointed to economist Lacy Hunt’s recent prediction of inflation, describing it as a change from Hunt’s usual outlook in earlier remarks. He has also argued that investor calls for lower Fed rates appear inconsistent with prior criticism of prolonged low rates, according to his past analysis.