The Hidoplanet Compass

July 15, 2025 - Mid-Year Update - Revisiting Our 5 Questions for 2025, by Jason Thomas

July 8, 2025 - The New Martial Plan, by Jeff Currie

July 1, 2025 - Credit Markets_colon_ A Wall of Worry vs Strong Technicals, by Matt Savino

June 24, 2025 - Private Assets Are No Longer Alternatives, by Jason Thomas

June 17, 2025 - Capital Implications of a More Dangerous World, by Jeff Currie

June 10, 2025 - Private Markets as Shock Absorbers, by Jason Thomas

June 3, 2025 - Why Default Rates Could Move Higher, by Jason Thomas

May 20, 2025 - This Time, Deficits Really May Matter, by Jason Thomas

May 13, 2025 - The Case for Moving into Energy Now, by Jeff Currie

May 6, 2025 - Will Tariff Shocks Be Minor or Major_qmark_, by Jason Thomas

April 29, 2025 - Rare Earth Materials’ Rare Potential for Pain, by Jason Thomas

April 22, 2025 - PE Markets in Q1_colon_ IPO Uptick a Bright Spot, by Ruulke Bagijn and Peter Cornelius

April 15, 2025 - If Treasuries Aren’t a ‘Hedge’, by Jason Thomas

April 8, 2025 - A Tale of Tariffs Told Through Copper, by Jeff Currie

April 1, 2025 - Private Credit’s Two Emerging Growth Areas, by Jason Thomas and Mark Jenkins

March 25, 2025 - The Explicit and Implied Toll of Tariffs, by Jason Thomas

March 18, 2025 - Evergreen Funds Transforming PE Market, by Ruulke Bagijn and Peter Cornelius

March 11, 2025 - Understanding the Security_slash_Energy Nexus, by Jeff Currie

March 4, 2025 - Why Are US Stocks Lagging_qmark_, by Jason Thomas

February 25, 2025 - Neither a Hard nor Soft Landing, by Jason Thomas

February 18, 2025 - LBO Financing Enters New Era, by Matt Savino

February 4, 2025 - Reading AI’s Capex Tea Leaves, by Jason Thomas

January 28, 2025 - The Coming Paradigm Shift in Investing, by Jeff Curie

January 21, 2025 - A Brighter 2025 Likely for PE, by Jason Thomas

January 14, 2025 - The Return of the ‘Term Premium’, by Jason Thomas

January 7, 2025 - By Jason Thomas

December 17, 2024 - Outperformance Continues to Characterize PE, by Ruulke Bagijn

December 10, 2024 - Higher Rates Won’t Kill M_and_A, by Jason Thomas

December 3, 2024 - Natural Gas Nudging Out Oil, by James Gutman

November 19, 2024 - Confusion over Curves and Landings, by Jason Thomas

November 12, 2024 - The Complexity of Who Pays for Tariffs, by Jason Thomas

November 5, 2024 - Beyond the Impending Rate Cut, by Jason Thomas

October 29, 2024 - How Index Investing Fosters Private Equity, by Jeff Currie

October 22, 2024 - The Implications of AI’s Voracious Energy Appetite, by Jason Thomas

October 15, 2024 - What’s Driving the Leveraged Finance Surge, by Hannah Khizgilov

October 8, 2024 - The Labor Market’s Two Key Messages, by Jason Thomas

October 1, 2024 - Why We’re Bullish on Copper, by Jeff Currie

September 24, 2024 - A Dovishly Hawkish Fed_qmark_, by Jason Thomas

September 10, 2024 - Arriving at a New ‘Normal’ for Rates, by Jason Thomas
 

August 20, 2024 - The ‘Natural’ Interest Rate Pedestal, by Jason Thomas

August 13, 2024 - Who Wins in the New Rate Cycle, by Jeff Currie

August 6, 2024 - Let’s Not Catastrophize the Labor Data, by Jason Thomas

July 30, 2024 - The China Cloud Over Commodity Prices, by Jeff Currie

July 23, 2024 - Our Annual Look-Ahead at Mid-Year, by Jason Thomas

July 16, 2024 - Rate Cuts Paint a Brighter PE Picture, by Peter Cornelius

July 9, 2024 - The New UK Prime Minister’s Priority, by Jason Thomas

June 25, 2024 - What’s Behind the M_and_A Slump, by Jason Thomas

June 18, 2024 - Opportunities in European Infrastructure, by Jeff Currie

June 11, 2024 - For AI’s Long-Term Value, Look Downstream, by Jason Thomas

June 4, 2024 - A More Optimistic Take on Europe, by Jason Thomas

May 29, 2024 - When Securitization Yields Phantom Diversification, by Jason Thomas

May 21, 2024 - A Sobering Housing Outlook, by Jason Thomas

May 14, 2024 - The Real Driver of Rate Rises, by Jason Thomas