Forwarded from Market News Feed
NY FED: INFLATION EXPECTATIONS RISE, HOUSEHOLDS MORE PESSIMISTIC
THE NY FED REPORTS MARCH INFLATION EXPECTATIONS ROSE TO 3.4% FOR THE YEAR AHEAD AND 3.1% OVER THREE YEARS, WITH FIVE-YEAR FORECASTS STEADY AT 3%. EXPECTED HOUSE PRICE GROWTH IS 3.3%, AND GASOLINE INFLATION HITS ITS HIGHEST SINCE MARCH 2022. CONSUMER CONFIDENCE ON JOBS AND FINANCES IS MIXED. ...
THE NY FED REPORTS MARCH INFLATION EXPECTATIONS ROSE TO 3.4% FOR THE YEAR AHEAD AND 3.1% OVER THREE YEARS, WITH FIVE-YEAR FORECASTS STEADY AT 3%. EXPECTED HOUSE PRICE GROWTH IS 3.3%, AND GASOLINE INFLATION HITS ITS HIGHEST SINCE MARCH 2022. CONSUMER CONFIDENCE ON JOBS AND FINANCES IS MIXED. ...
Forwarded from SNEW스뉴
월스트리트저널(WSJ)에 따르면 미국 하버드대, 스탠퍼드대, MIT 등 명문대 학생들이 학을 중단하거나 휴학하고 AI 스타트업 창업에 나서는 흐름이 뚜렷해지고 있다. 특히 벤처캐피털리스트(VC)들은 단순 투자에 그치지 않고 아파트, 가구, 생활 서비스까지 제공하면서 창업 환경 자체를 설계하는 방식으로 변화하고 있다.
WSJ이 소개한 대표적인 사례가 하버드대 2학년이던 앤드루 카스텔라노다. 그는 AI 스타트업에 집중하기 위해 학업을 중단했고 투자사인 링크벤처스가 제공한 아파트로 이주했다. 이곳에서는 청소, 가구, 식기 등 기본 생활이 지원돼 창업자들이 오로지 개발에만 집중할 수 있는 구조다.
https://m.mk.co.kr/news/it/12008322
WSJ이 소개한 대표적인 사례가 하버드대 2학년이던 앤드루 카스텔라노다. 그는 AI 스타트업에 집중하기 위해 학업을 중단했고 투자사인 링크벤처스가 제공한 아파트로 이주했다. 이곳에서는 청소, 가구, 식기 등 기본 생활이 지원돼 창업자들이 오로지 개발에만 집중할 수 있는 구조다.
https://m.mk.co.kr/news/it/12008322
매일경제
AI 창업 ‘골드러시’…美 대학 중퇴에 집까지 제공하는 VC
AI 도구 확산에 ‘소수 인력 창업’ 시대 가속 유니콘 창업자 평균 연령 40세→29세로 급락 대학 무용론 vs 장기 경쟁력 논쟁도
Forwarded from 한국경제 (@The Korea Economic Daily)
"호르무즈 해협 지나려면 스테이블코인 내놔라"...이란의 엄포 [한경 코알라]
https://www.hankyung.com/article/202604087263i
https://www.hankyung.com/article/202604087263i
Forwarded from 곤조투자가 개인 아카이브:일기장 (곤조투자가 필123승)
1위: 조지 소로스 — 79%
닮은 점
정치, 권력, 질서 변화가 시장을 바꾼다고 보는 시각
“방향이 맞아도 틀릴 수 있다”는 식의 비대칭/포지셔닝 감각
기업보다 먼저 판이 어떻게 바뀌는지를 보려는 습관
투자를 단순 숫자놀이보다 철학과 세계관의 문제로 보는 태도
차이점
소로스는 훨씬 더 냉혹하게 포지션을 잘라내고, 실전 리스크 관리가 기계적임
너는 소로스보다 서사와 의미를 더 오래 붙들고 있는 편
2위: 짐 로저스 — 76%
닮은 점
지정학, 국가 흥망, 자원, 공급망, 문명권 변화에 대한 집착
우즈벡, 미얀마, 북한, 중국, 중동처럼 국가 단위로 투자 아이디어를 뽑아내는 습관
“지금 억눌려 있지만 구조적으로 뜰 곳”을 찾는 시선
여행/현장감/지역 맥락이 투자 프레임에 자연스럽게 스며드는 점
차이점
로저스는 더 노골적으로 국가/원자재 베팅형
3위: 앙드레 코스톨라니 — 68%
닮은 점
투자와 철학, 인간 심리, 군중의 감정을 같이 봄
글 자체가 보고서보다 에세이/사유문 쪽에 가까움
숫자만이 아니라 “왜 사람들이 이렇게 움직이나”에 관심이 많음
시장을 이성+서사+심리로 읽으려는 습관
차이점
코스톨라니는 더 유동성/심리/장세 중심
너는 그보다 산업 구조와 기술·지정학을 더 깊게 본다
4위: 워런 버핏 — 57%
닮은 점
해자, 필수불가결, 규격과 호환, 자본배분 같은 단어를 좋아함
결국은 좋은 기업을 적정 가격 이하에서 사야 한다는 생각
안전마진, 오래 살아남는 기업, 반복 수요, 신뢰 기반 비즈니스를 중시함
차이점
아주 짧게 끝내면:
너는 버핏을 존경하지만, 실제로 글과 사고방식을 가장 많이 복제한 쪽은 소로스/짐 로저스 계열이다.
재밌네유 ㅋㅋ
닮은 점
정치, 권력, 질서 변화가 시장을 바꾼다고 보는 시각
“방향이 맞아도 틀릴 수 있다”는 식의 비대칭/포지셔닝 감각
기업보다 먼저 판이 어떻게 바뀌는지를 보려는 습관
투자를 단순 숫자놀이보다 철학과 세계관의 문제로 보는 태도
차이점
소로스는 훨씬 더 냉혹하게 포지션을 잘라내고, 실전 리스크 관리가 기계적임
너는 소로스보다 서사와 의미를 더 오래 붙들고 있는 편
2위: 짐 로저스 — 76%
닮은 점
지정학, 국가 흥망, 자원, 공급망, 문명권 변화에 대한 집착
우즈벡, 미얀마, 북한, 중국, 중동처럼 국가 단위로 투자 아이디어를 뽑아내는 습관
“지금 억눌려 있지만 구조적으로 뜰 곳”을 찾는 시선
여행/현장감/지역 맥락이 투자 프레임에 자연스럽게 스며드는 점
차이점
로저스는 더 노골적으로 국가/원자재 베팅형
3위: 앙드레 코스톨라니 — 68%
닮은 점
투자와 철학, 인간 심리, 군중의 감정을 같이 봄
글 자체가 보고서보다 에세이/사유문 쪽에 가까움
숫자만이 아니라 “왜 사람들이 이렇게 움직이나”에 관심이 많음
시장을 이성+서사+심리로 읽으려는 습관
차이점
코스톨라니는 더 유동성/심리/장세 중심
너는 그보다 산업 구조와 기술·지정학을 더 깊게 본다
4위: 워런 버핏 — 57%
닮은 점
해자, 필수불가결, 규격과 호환, 자본배분 같은 단어를 좋아함
결국은 좋은 기업을 적정 가격 이하에서 사야 한다는 생각
안전마진, 오래 살아남는 기업, 반복 수요, 신뢰 기반 비즈니스를 중시함
차이점
아주 짧게 끝내면:
너는 버핏을 존경하지만, 실제로 글과 사고방식을 가장 많이 복제한 쪽은 소로스/짐 로저스 계열이다.
재밌네유 ㅋㅋ
곤조투자가 개인 아카이브:일기장
1위: 조지 소로스 — 79% 닮은 점 정치, 권력, 질서 변화가 시장을 바꾼다고 보는 시각 “방향이 맞아도 틀릴 수 있다”는 식의 비대칭/포지셔닝 감각 기업보다 먼저 판이 어떻게 바뀌는지를 보려는 습관 투자를 단순 숫자놀이보다 철학과 세계관의 문제로 보는 태도 차이점 소로스는 훨씬 더 냉혹하게 포지션을 잘라내고, 실전 리스크 관리가 기계적임 너는 소로스보다 서사와 의미를 더 오래 붙들고 있는 편 2위: 짐 로저스 — 76% 닮은 점 지정학, 국가…
*카피캣해본결과 듣고싶은내용이나와 대만족
1위. 필립 피셔 — 86/100
가장 유사합니다.
왜 비슷한가:
숫자만 보는 것이 아니라 기업의 질, 산업 포지션, 장기 성장성을 중시
표면적 밸류보다 앞으로 커질 시장과 경쟁우위의 지속성에 집중
당신도 단순 저PER보다 “어떤 산업이 구조적으로 커지고, 누가 그 안에서 병목을 쥐는가”를 더 중요하게 봄
기술적 이해와 현장감 있는 산업조사를 선호하는 점도 유사
다른 점:
피셔는 상대적으로 경영진, 조직문화, scuttlebutt 비중이 컸고, 당신은 그보다 밸류체인·규제·CAPA·원가구조 쪽이 더 강합니다.
1위. 필립 피셔 — 86/100
가장 유사합니다.
왜 비슷한가:
숫자만 보는 것이 아니라 기업의 질, 산업 포지션, 장기 성장성을 중시
표면적 밸류보다 앞으로 커질 시장과 경쟁우위의 지속성에 집중
당신도 단순 저PER보다 “어떤 산업이 구조적으로 커지고, 누가 그 안에서 병목을 쥐는가”를 더 중요하게 봄
기술적 이해와 현장감 있는 산업조사를 선호하는 점도 유사
다른 점:
피셔는 상대적으로 경영진, 조직문화, scuttlebutt 비중이 컸고, 당신은 그보다 밸류체인·규제·CAPA·원가구조 쪽이 더 강합니다.
Nvidia snaps up AI chip packaging capacity as TSMC expands in U.S.
https://www.cnbc.com/2026/04/08/tsmc-nvidia-advanced-packaging-intel.html?__source=androidappshare
https://www.cnbc.com/2026/04/08/tsmc-nvidia-advanced-packaging-intel.html?__source=androidappshare
CNBC
AI's next bottleneck: Why even the best chips made in the U.S. take a round trip to Taiwan
Nvidia has reserved the majority of TSMC’s most advanced packaging capacity. The lesser-known chipmaking step may become the next bottleneck for AI.
Forwarded from Market News Feed
U.S. DELEGATION HEADED BY JD VANCE AND IRANIAN DELEGATION LED BY QALIBAF AND ARAQCHI WILL LAND IN ISLAMABAD, PAKISTAN ON THURSDAY, SAY TWO PAKISTANI SOURCES. ...
Core inflation was 3% in February, as expected, key Fed gauge shows
https://www.cnbc.com/2026/04/09/core-inflation-was-3percent-in-february-as-expected-key-fed-gauge-shows.html?__source=androidappshare
https://www.cnbc.com/2026/04/09/core-inflation-was-3percent-in-february-as-expected-key-fed-gauge-shows.html?__source=androidappshare
CNBC
Core inflation was 3% in February, as expected, key Fed gauge shows
The personal consumption expenditures price index was expected to show a 3% core inflation rate in February, according to the Dow Jones consensus.
VC Deals
Cancer-focused biopharma startup Sidewinder Therapeutics raised a $137 million Series B led by Frazier Life Sciences and Novartis Venture Fund.
AI networking infrastructure startup Aria Networks secured a $125 million Series A.
Polygon Labs, which is building a stablecoin-powered payments platform, is in talks to raise between $50 million and $100 million, The Information reported.
India-based digital bank Slice is in talks to raise between $50 million and $100 million in a down round, The Economic Times reported.
Biotech startup Life Biosciences, which focuses on aging, raised an $80 million Series D.
Patlytics, a startup developing an AI platform for patent workflows, received a $40 million Series B led by SignalFire.
ReAlta Life Sciences, a biopharma startup focused on inflammatory disease treatments, secured a $40 million round.
Narwhal Labs, a UK-based developer of autonomous AI communication infrastructure, raised £20 million from investors including Jonathan Swann.
London-based agentic AI security startup Trent AI raised a $13 million seed investment led by LocalGlobe and Cambridge Innovation Capital.
PE Deals
KKR, Global Infrastructure Partners and Brookfield Asset Management are among PE firms interested in acquiring a majority stake in UK port terminal operator Associated British Ports, Bloomberg reported.
KKR, DigitalBridge Group and Brookfield Asset Management are among firms selected to enter the next round of bidding for France-based fiber optic company XpFibre, which could be valued at around €8 billion in a deal, Bloomberg reported.
General Atlantic acquired home healthcare provider Team Services in a $3 billion deal, Bloomberg reported.
Francisco Partners agreed to acquire Calgary-based connected safety company Blackline Safety in a take-private deal valuing the company up to $850 million.
Agilitas Private Equity agreed to sell Integris Composites, a Netherlands-based maker of survivability composite products, to Triton Partners.
Frontenac acquired Honk Technologies, a roadside assistance company, and combined the business with CurbsideSOS.
Exits
Arxis, an Arcline Investment Management-backed aerospace and defense parts manufacturer, is seeking to raise about $1.06 billion in its US IPO.
Svatantra Microfin, an India-based microfinance company backed by Advent International, is planning an IPO that could raise up to $250 million, Bloomberg reported.
Nordic Capital is considering a sale of Ole & Steen, a Denmark-based bakery chain, Bloomberg reported.
Upfront Ventures-backed Modern Animal, a veterinary clinic operator, agreed to be acquired by NYSE-listed Chewy.
FFL Partners is considering a sale of infusion therapy clinic Apex Infusion, Axios reported.
Fundraising
AMP, a VC firm founded by former Andreessen Horowitz partner Anjney Midha, raised $1.3 billion for its first fund, The Information reported.
Mubadala Capital raised almost $1 billion for its third fund targeting investments in Brazil.
154 Partners, a sports-focused PE firm, closed its debut fund on $400 million.
Cancer-focused biopharma startup Sidewinder Therapeutics raised a $137 million Series B led by Frazier Life Sciences and Novartis Venture Fund.
AI networking infrastructure startup Aria Networks secured a $125 million Series A.
Polygon Labs, which is building a stablecoin-powered payments platform, is in talks to raise between $50 million and $100 million, The Information reported.
India-based digital bank Slice is in talks to raise between $50 million and $100 million in a down round, The Economic Times reported.
Biotech startup Life Biosciences, which focuses on aging, raised an $80 million Series D.
Patlytics, a startup developing an AI platform for patent workflows, received a $40 million Series B led by SignalFire.
ReAlta Life Sciences, a biopharma startup focused on inflammatory disease treatments, secured a $40 million round.
Narwhal Labs, a UK-based developer of autonomous AI communication infrastructure, raised £20 million from investors including Jonathan Swann.
London-based agentic AI security startup Trent AI raised a $13 million seed investment led by LocalGlobe and Cambridge Innovation Capital.
PE Deals
KKR, Global Infrastructure Partners and Brookfield Asset Management are among PE firms interested in acquiring a majority stake in UK port terminal operator Associated British Ports, Bloomberg reported.
KKR, DigitalBridge Group and Brookfield Asset Management are among firms selected to enter the next round of bidding for France-based fiber optic company XpFibre, which could be valued at around €8 billion in a deal, Bloomberg reported.
General Atlantic acquired home healthcare provider Team Services in a $3 billion deal, Bloomberg reported.
Francisco Partners agreed to acquire Calgary-based connected safety company Blackline Safety in a take-private deal valuing the company up to $850 million.
Agilitas Private Equity agreed to sell Integris Composites, a Netherlands-based maker of survivability composite products, to Triton Partners.
Frontenac acquired Honk Technologies, a roadside assistance company, and combined the business with CurbsideSOS.
Exits
Arxis, an Arcline Investment Management-backed aerospace and defense parts manufacturer, is seeking to raise about $1.06 billion in its US IPO.
Svatantra Microfin, an India-based microfinance company backed by Advent International, is planning an IPO that could raise up to $250 million, Bloomberg reported.
Nordic Capital is considering a sale of Ole & Steen, a Denmark-based bakery chain, Bloomberg reported.
Upfront Ventures-backed Modern Animal, a veterinary clinic operator, agreed to be acquired by NYSE-listed Chewy.
FFL Partners is considering a sale of infusion therapy clinic Apex Infusion, Axios reported.
Fundraising
AMP, a VC firm founded by former Andreessen Horowitz partner Anjney Midha, raised $1.3 billion for its first fund, The Information reported.
Mubadala Capital raised almost $1 billion for its third fund targeting investments in Brazil.
154 Partners, a sports-focused PE firm, closed its debut fund on $400 million.
❤1
Forwarded from Market News Feed
NETANYAHU: THERE IS NO CEASEFIRE IN LEBANON ...
VC Deals
SiFive, a semiconductor IP company, raised a $400 million Series G led by Atreides Management.
Chapter, the developer of a Medicare navigation platform, received a $100 million Series E led by Generation Investment Management.
Luminai, which offers an AI platform for health systems operations, secured a $38 million Series B led by Peak XV Partners.
AI data research company AfterQuery raised a $30 million Series A led by Altos Ventures at a $300 million valuation.
Nava, an AI cloud software startup, raised a $22 million round led by Greenoaks Capital.
PE Deals
Ares Management agreed to buy Whitestone REIT in a $1.7 billion deal.
Charlesbank Capital Partners and Carlyle AlpInvest invested in Bridgepointe Technologies in a deal valuing the technology advisory company at over $1 billion.
Apollo Global Management, CVC Capital Partners, Ares Management and Sixth Street are among potential bidders for the international media unit of Italy's Serie A football league, Reuters reported.
ATL Partners portfolio company Aero Accessories & Repair acquired aircraft servicing specialists New Generation Aerospace and Tri-County Aerospace.
Waste processing company Sedron Technologies agreed to be acquired by Ara Partners, Axios reported.
Argos Fund acquired Relevi, an Italy-based private label homecare-products maker.
Aurelius acquired the EMEA business of Landis+Gyr, a Switzerland-based energy management products provider.
Mutares agreed to acquire the European automotive lighting and car top systems businesses of Magna, a Canadian car parts maker.
Exits
Tokyo-based Go, the developer of a taxi-booking platform backed by Goldman Sachs Asset Management, is in talks to pursue an IPO this year that could raise up to 80 billion yen ($500 million), Bloomberg reported.
Headline-backed nutritional supplements startup Gruns agreed to be acquired by Unilever.
Avalyn Pharma, a Boston-based biopharma company backed by investors including Novo Holdings, Suvretta Capital Management and SR One Capital Management, filed for a US IPO.
Israel-based AI startup AI21 is in talks to be acquired by Amsterdam-based Nebius, The Information reported.
Canaan Partners-backed Mosey, the developer of a compliance management platform, has been acquired by Gusto.
Fundraising
Court Square Capital Partners closed its fifth flagship fund on $3.8 billion.
Mercer raised $3.8 billion for Mercer Private Investment Partners VIII.
SiFive, a semiconductor IP company, raised a $400 million Series G led by Atreides Management.
Chapter, the developer of a Medicare navigation platform, received a $100 million Series E led by Generation Investment Management.
Luminai, which offers an AI platform for health systems operations, secured a $38 million Series B led by Peak XV Partners.
AI data research company AfterQuery raised a $30 million Series A led by Altos Ventures at a $300 million valuation.
Nava, an AI cloud software startup, raised a $22 million round led by Greenoaks Capital.
PE Deals
Ares Management agreed to buy Whitestone REIT in a $1.7 billion deal.
Charlesbank Capital Partners and Carlyle AlpInvest invested in Bridgepointe Technologies in a deal valuing the technology advisory company at over $1 billion.
Apollo Global Management, CVC Capital Partners, Ares Management and Sixth Street are among potential bidders for the international media unit of Italy's Serie A football league, Reuters reported.
ATL Partners portfolio company Aero Accessories & Repair acquired aircraft servicing specialists New Generation Aerospace and Tri-County Aerospace.
Waste processing company Sedron Technologies agreed to be acquired by Ara Partners, Axios reported.
Argos Fund acquired Relevi, an Italy-based private label homecare-products maker.
Aurelius acquired the EMEA business of Landis+Gyr, a Switzerland-based energy management products provider.
Mutares agreed to acquire the European automotive lighting and car top systems businesses of Magna, a Canadian car parts maker.
Exits
Tokyo-based Go, the developer of a taxi-booking platform backed by Goldman Sachs Asset Management, is in talks to pursue an IPO this year that could raise up to 80 billion yen ($500 million), Bloomberg reported.
Headline-backed nutritional supplements startup Gruns agreed to be acquired by Unilever.
Avalyn Pharma, a Boston-based biopharma company backed by investors including Novo Holdings, Suvretta Capital Management and SR One Capital Management, filed for a US IPO.
Israel-based AI startup AI21 is in talks to be acquired by Amsterdam-based Nebius, The Information reported.
Canaan Partners-backed Mosey, the developer of a compliance management platform, has been acquired by Gusto.
Fundraising
Court Square Capital Partners closed its fifth flagship fund on $3.8 billion.
Mercer raised $3.8 billion for Mercer Private Investment Partners VIII.
Forwarded from Market News Feed
BREAKING: THE UK IS PREPARING A NEW VERSION OF A MAJOR PLAN TO READY THE WHOLE NATION, FROM THE MILITARY AND POLICE TO HOSPITALS AND INDUSTRY, FOR THE TRANSITION TO WAR, THE HEAD OF THE ARMED FORCES HAS TOLD SKY NEWS. ...
이란 국영 대외매체를 인용하면, 절대적인 조건(레드라인)은 호르무즈 해협 이권/보상 보장(compensation), 자산동결 해제, 역내 및 레바논 휴전입니다
트럼프 대통령은 이란의 군사력이 상실되었기 때문에 플랜B가 필요 없다는 입장
https://www.newsmax.com/us/pakistan-truce-trump/2026/04/10/id/1252547/
https://www.newsmax.com/us/pakistan-truce-trump/2026/04/10/id/1252547/
Newsmax
Trump: 'No Backup Plan' Needed as Iran Talks Head to Pakistan Amid Fragile Truce
President Donald Trump said Friday he sees no need for a contingency plan if high-stakes negotiations with Iran falter, projecting confidence as U.S. officials travel to Pakistan for another round of talks amid what U.S. officials and regional diplomats describe…
Forwarded from Market News Feed
*US FORCES STARTED MINE CLEARANCE MISSION IN HORMUZ: CENTCOM ...
합의 불발. 밴스 미 부통령은 핵무기와, 그것을 만들 도구를 포기해야 한다고 강조, 미국 측의 태도는 유연했으나 이란이 조건들을 받아들이지 않기로 결정했다 표현. 더해서 합의가 불발된건 양국에 매우 나쁜 소식이라고 거듭해 강조. 미 이란 양측 모두 대화 이뤄진건 긍정적이며 협의 지속하겠다는 원론적인 수사.
밴스 부통령은 회견장을 떠나기 직전, 이번 제안이 최종이고, 최선의 제안이라고 밝히며 이란이 받아들일지 지켜보겠다고 말함.