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    Alternative Investments

    Is the US exorbitant privilege eroding?

    TL;DR: Brookings published a commentary on November 5, 2026 asking whether the U.S. exorbitant privilege is eroding. Its author, Brookings senior fellow Robin Brooks, argues that with U.S. public deb…

    Jeff Barnes, MBA··5 min read
    A flat radar antenna panel on a tripod at a dry test range, with a small drone in the sky and a technician crouched beside the mount, seen from behind.
    Alternative Investments

    Shield AI Buys Echodyne for $5.3B at $28.8B Valuation

    TL;DR: Shield AI agreed on November 5, 2026 to acquire radar maker Echodyne in a deal valued at $5.3 billion. It is raising $2.5 billion to pay for it, including a $1 billion Series H at a $28.8 bill…

    Jeff Barnes, MBA··6 min read
    A long aisle of server racks in a modern AI data centre, lit in cool blue, with a lone technician seen from behind far in the distance.
    Regulatory & Compliance

    Stocks Plunge as Election and AI Worries Hit Tech

    TL;DR: U.S. stocks fell sharply on Thursday after Democratic midterm wins fed fears of tighter AI regulation and limits on data centers. The S&P 500 dropped 4.4% and the Nasdaq Composite 5.5%, ea…

    Jeff Barnes, MBA··5 min read
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    Market Analysis

    Marc Lore's Wonder Confidentially Files for IPO

    TL;DR: Wonder, the food hall and delivery company founded by Marc Lore, has confidentially filed for an initial public offering, CNBC reports , citing the company. It has not set a size or price rang…

    Jeff Barnes, MBA··5 min read
    Aerial view of a container port with rows of stacked, unmarked shipping containers beside a quay where a cargo ship is partly unloaded.
    Alternative Investments

    Goldman's 2026 GP Survey: What 36 GPs Say About Exits

    TL;DR: Goldman Sachs Asset Management's 2026 Global Alternatives Survey: The GP View finds that valuations are the main obstacle to exits, with 65% of the 36 general partners (GPs) surveyed ranking t…

    Jeff Barnes, MBA··5 min read
    Two technicians in protective suits, seen from behind, stand in a bright semiconductor fab bay beneath an overhead rail carrying wafer carriers.
    Alternative Investments

    US Market Pulse November 2026: Goldman's 2027 Outlook

    TL;DR: Goldman Sachs Asset Management published its US Market Pulse for November 2026 this week. It expects US growth near 2.5% in 2027. It calls 2026 earnings growth "exceptional," driven …

    Jeff Barnes, MBA··5 min read

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