The Leyendecker View Blog
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» The Leyendecker View: Global Debt to Hit Record $277 TRILLION!
- November
- 20
- 2020
The Leyendecker View: November 20, 2020
The noblest art is that of making others happy.
- P.T. Barnum
THE ECONOMIC VIEW
Citi predicts dollar with fall 20% in 2021
Who wins when the dollar falls?
WE NEED MORE MONEY
So, say the states.
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» The Leyendecker View: Do We Really Need More Stimulus?
- November
- 14
- 2020
The Leyendecker View: November 13, 2020
Men [people] are rarely aware of the real reasons
which motivate their actions.
- Edward L. Bernays, pioneer of public relations and propaganda
THE ECONOMIC VIEW
US starts fiscal year with record budget deficit
In October, we spent $284B more than we took in.
Unemployment claims fall
We’re still 10MM jobs in the hole
Job openings approach pre-pandemic levels
It’s still shaky out there, but do we really need trillions in new stimulus?
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» The Leyendecker View: The Asset Class of the Year
- November
- 10
- 2020
The Leyendecker View: November 6, 2020
When we love, we always strive to become better.
When we strive to become better, everything around us becomes better too.
- Paulo Coelho in The Alchemist
THE ECONOMIC VIEW
US manufacturing near two-year high
Will MAGA continue if Biden becomes president?
The pandemic is helping kill cash
But 7 million Americans don’t have bank accounts or credit cards.
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» They Leyendecker View: PE Fundraising Takes a U-Turn
- October
- 30
- 2020
The Leyendecker View: October 30, 2020
Politicians are a dime a dozen.
Leaders are priceless.
- Clarence Henderson, civil rights activist
OUR FINANCE WORLD
North American PE fundraising takes a U-turn
Down 25% for the third quarter.
JPM Coin makes its debut
From cryptocurrency skeptic to bullish participant.
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» The Leyendecker View: PayPal and Venmo Go Crypto
- October
- 23
- 2020
The Leyendecker View: October 23, 2020
This digital transformation is happening at 100 times the speed of the
Industrial Revolution with 30 times the change.
- Tom Siebel
That’s great for tech billionaires like you, Tom. But how does that help the Average Joe?
OUR FINANCE WORLD
The retail apocalypse
There’s more waterfall than just empty buildings.
Sometimes investment diversification fails
Because you make it too complicated.
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» The Leyendecker View: Big Banks Are Killing It
- October
- 16
- 2020
The Leyendecker View: October 16, 2020
Consistency is the last refuge of the unimaginative.
- Oscar Wilde, whose birthday is today
OUR FINANCE WORLD
The big banks are killing it
Main Street struggles while Wall Street booms.
Nikola short seller has new target
Another “smoke and mirrors” company?
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» The Leyendecker View: PE-led SPACs Worry LPs
- October
- 09
- 2020
The Leyendecker View: October 9, 2020
The first thing you learn if you are going to be a conscious leader is,
you don’t spend a lot of time judging other people’s consciousness.
- John Mackey, founder of Whole Foods
OUR FINANCE WORLD
PE-led SPACs worry LPs
Concerns over a conflict of interest.
Venture capital returns are highly skewed
Over 60% achieve less than 1X returns.
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» The Leyendecker View: The Exploding Venture Capital Problem
- October
- 02
- 2020
The Leyendecker View: October 2, 2020
You will never do anything in this world without courage.
It is the greatest quality of the mind next to honor.
- Aristotle
OUR FINANCE WORLD
The exploding venture capital problem
Three experts say people are doing it wrong.
You up on FinTok, yet?
Where day trading, options investing and misinformation reign.
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» The Leyendecker View: Partying Like It's 1999
- September
- 25
- 2020
The Leyendecker View: September 25, 2020
Sometimes the future makes up its own mind and you
just have to go along with it.
- Ben Affleck
OUR FINANCE WORLD
Partying like it’s 1999
The IPO market, that is.
The great SPAC boom
For legendary investor Bill Ackerman, it’s a love/hate thing.
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» The Leyendecker View: A Billionaire’s Plan to Go Broke
- September
- 18
- 2020
The Leyendecker View: September 18, 2020
Don’t just aspire to make a living. Aspire to make a difference.
- Denzel Washington
OUR FINANCE WORLD
A billionaire’s plan to go broke
He organized, orchestrated and accomplished it.
Ray Dalio is having a very bad investing year
Maybe he needs to stop trying to be a Cassandra.
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» The Leyendecker View: Small Business Optimism Rebounds
- September
- 11
- 2020
The Leyendecker View: September 11, 2020
If we learn nothing else from this tragedy (9-11),
we learn that life is short and there is no time for hate.
- Sandy Dahl, wife of Flight 93 pilot Jason Dahl
OUR FINANCE WORLD
Apollo shows its market savvy
Jumping into PIPE deals during pandemic could pay off big.
Real estate PE funds flush with cash
Fed policy has dry powder everywhere, save for maybe small business lending.
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» They Leyendecker View: US Factories Are Churning Out Widgets
- September
- 04
- 2020
The Leyendecker View: September 4, 2020
The key to success can be described in just three words…
Always exceed expectations.
- Doug Leyendecker
OUR FINANCE WORLD
The Cryptoqueen
Vanishes with $4B.
Banks brimming with cash
But few places to put it.
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