“We live in a global market and money's fungible and hedge fund private equity is looking for momentum plays, and there ain't no momentum plays in bonds, right? When the interest rates were spiking up or down, well they never really spike down they do spike up though. Something's got to happen, there's got to be motion, the dice has to be rolling on the board, and if it's not then they're not going to play because they're not going to get the adrenaline rush from looking at... you know, money markets fund interest rates or bond interests or whatever. It's got to be sexy.” IfsKnowsWellsPlayHappensInterestRateSexyBoardsFundRollingEquityMomentumAdrenalineDiceInterest RateHedge FundAdrenaline RushPrivate Equity Author:Kevin Kinsella
“If you have money draining out of the public equity markets, that inevitably affects the private equity market. They cannot exist going in different directions because somehow that will rent the fabric of the universe. It's just not permitted that that happens. Obviously there can be anomalies for brief periods of time but it just can't happen forever.” IfsDifferentHappensUniverseForeverPeriodsFabricEquityDifferent DirectionsAnomaliesDrainingPrivate Equity Author:Kevin Kinsella
“I think mobile web enabled services can be great business but A): it doesn't apply to everything, I think the markets will ultimately get a bit fragmented when the crunch stars to happen. And the other thing is, B): it doesn't necessarily work with everything.” ThinkingHappensStarsBitsMobileFragmentedGreat BusinessCrunch Author:Kevin Kinsella
