PSP Invesco Global Listed Private Equity ETF Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
21:12
Oct 15
Oct 15
The David Lin Report
Short private equity; KKR, Apollo vulnerable
Howe says private equity is one of the most vulnerable areas and the fund is short it. The host identifies KKR and Apollo as short individual stock positions in the fund.
11:09
Oct 07
Oct 07
Bloomberg Markets
Private markets industry is too big
The private markets/private equity industry has gotten too big, liquidity is poor, zombie funds are reluctant to sell, the LP secondary boom is not a healthy sign, and talent quality has diminished, so buyers should beware.
13:14
Oct 05
Oct 05
CNBC
Private credit/equity leverage poses hidden risks
He is most worried about hidden risks in private markets, especially private equity and private credit, because there are many marginal, highly levered investments there that have not been stress-tested and could be where problems appear.
About PSP Investor Commentary
Across the available history and selected sources, Buzzberg tracks PSP (Invesco Global Listed Private Equity ETF) across 25 sources: 53 bullish vs 2 bearish calls from 102 authors. Historical directional balance: 40% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 126 total trade ideas tracked. Past 7 days, before deduplication: 1 bearish, 2 other directions. Latest voices: Neil Howe, Erik Hirsch, Jason Trennert.