Monday links: a degraded web
Markets A list of everything the stock market has overcome in the 2020s. (awealthofcommonsense.com) The semiconductors and health care sectors trade at the same forward P/E. (apollo.com) Private assets A look at rising private credit loan default rates. (wsj.com) Private equity's backlog of unsold companies keeps growing. (nytimes.com) How much hyperscaler debt is sitting in off-balance sheet…
Markets: The stock market has navigated through numerous challenges in the 2020s, including the semiconductors and healthcare sectors trading at similar forward P/E ratios.
Private Assets: Private credit loan default rates are on a rise, signaling potential concerns in the private asset sector.
Private Equity: The backlog of unsold companies within the private equity industry continues to expand, indicating a prolonged period of stagnation.
Housing: The housing recession has been ongoing for four and a half years, but there are indications that it may be nearing its conclusion.
Climate Change: The United States experienced its hottest month on record, while global sea temperatures continue to set new high-point records.
Written by urgent.news from Abnormal Returns's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
