Jim Kane
@kanejim.bsky.social
š¤ 1067
š„ 463
š 1017
Please send me evenings and weekends.
@thisisfincap.bsky.social
BofA: All together this raises our PO to $151/sh from $135/sh for XOM and to $206/sh from $188/sh for CVX
about 1 hour ago
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Just logged into LinkedIn, where -- apparently -- war doesn't exist.
about 4 hours ago
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Jim Kane
Isabella M. Weber
about 22 hours ago
The war on Iran likely brings a new oil price shock and windfall profits. So, who stands to win? Our research shows: Last time around (2022), the US reaped the largest fossil fuel profits of any country ($377bn). 50% went to the top 1%, only 1% to the bottom 50%. Aš§µ
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SEIU_ORG
1 day ago
Statement from SEIU on the Trump Administrationās Unconstitutional Attack Against Iran, Reckless Disregard for Working Peopleās Lives:
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"Please god just let us nuke Iran, nothing else matters, I'll do anything please I just want to see burning flesh one last time before I die." --Sen. Bloodfeast (D) NY
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2 days ago
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"To the extent our funds perform well, we can support a better retirement for tens of millions of pensioners, including teachers, nurses and firefighters." -Blackstone 10-K, p.7, filed Feb 28, 2025
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3 days ago
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From Blue Owl's portfolio holdings list š«
www.blueowlcapitalcorporation.com/portfolio/po...
3 days ago
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Jim Kane
Lenore Palladino
3 days ago
still wondering, what is private credit, again?! join me for a webinar organized by
@ourfinancialsecurity.org
on wed march 4th at 3pm et
us06web.zoom.us/webinar/regi...
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Welcome! You are invited to join a webinar: Private Credit and the Dangerous Rise of Unregulated Finance. After registering, you will receive a confirmation email about joining the webinar.
More and more companies are raising money in the growing private credit market rather than from banks. What does this growth of unregulated credit mean for the long term future of these borrower compa...
https://us06web.zoom.us/webinar/register/6017715225813/WN_mXGxuWZfS7KFUkRLB0kuAw#/registration
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Jim Kane
Jo Michell
3 days ago
Interesting development. Stirrings of dissent among the rank and file tech sector workers.
www.ft.com/content/7bbc...
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Big Tech workers press bosses to back Anthropic in Pentagon clash
Amazon, Google and Microsoft staff urge their executives to adopt tough AI guardrails and refuse any defence contracts
https://www.ft.com/content/7bbc4ad3-57f4-4cfd-b791-e50e625c2e0e
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reposted by
Jim Kane
Alexandre Rajbhandari
3 days ago
Story with
@michellema.bsky.social
www.bloomberg.com/news/feature...
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Besieged Berkshire Utility Tries to Rewrite Who Pays for Wildfires
Utility-ignited fires have become a thorny issue for Warren Buffettās successor.
https://www.bloomberg.com/news/features/2026-02-27/berkshire-utility-pushes-to-rewrite-who-pays-for-wildfires-as-court-losses-mount?srnd=undefined&sref=VJdNPX8f
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Jim Kane
Tom Powdrill
4 days ago
š
www.reuters.com/legal/govern...
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Vanguard settles Republican states' antitrust suit for $29.5 million
Fund manager Vanguard Group said on Thursday it agreed to settle litigation filed by the Republican attorneys general of Texas, Kansas and other states, who had alleged the fund manager and rivals vio...
https://www.reuters.com/legal/government/vanguard-says-it-settles-litigation-filed-by-texas-attorney-general-other-states-2026-02-26/
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4 days ago
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Jim Kane
Benjamin McKean
4 days ago
This was literally a Simpsons joke THIRTY YEARS AGO Marge: Can we get rid of this Ayatollah t-shirt? Khomeini died years ago. Homer: But, Marge, it works on any Ayatollah! Ayatollah Nakhbadeh, Ayatollah Zahedi...
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If thereās an audiobook, I hope this soundtrack plays on loop in the background.
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4 days ago
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Jim Kane
This is Fine(ance Capital)
12 days ago
This is the last of the old posts that we're republishing here before moving on to new material. Up next (hopefully soon) will be part 2 in this case study.
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BlackRock: A Case Study in Finance Capital (Part 1)
https://thisisfincap.leaflet.pub/3mf6gdadtoc22
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Narrator: they will not understand it. "'With retail exposure to alternative investments becoming more common, we want to help everyday investors understand the different valuation approaches used in these products,' said Brian Daly, Director of the SECās Division of Investment Management."
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SEC.gov | SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates
https://www.sec.gov/newsroom/press-releases/2026-21-sec-announces-roundtable-private-markets-valuation-retail-investor-access-accelerates
4 days ago
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Jim Kane
Lenore Palladino
4 days ago
the thing that's so funny re Jensen & Meckling is that they're just mad about managers getting non-pecuniary perquisites like "an attractive office staff" and thick carpets & in their model outside equity is *non-voting* this is the bible of shareholder primacy! š¤·āāļø
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Jim Kane
Jennifer Churchill
4 days ago
Reform coming for local government worker pensions
www.pensions-expert.com/lgps/unions-...
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Unions and industry rally against Reform UKās LGPS plans
Pensions UK has said Reform's comments about the LGPS are "not supported by evidence", as the party's deputy leader confirms plans for a DB to DC switch.
https://www.pensions-expert.com/lgps/unions-and-industry-rally-against-reform-uks-lgps-plans/70042.article
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reposted by
Jim Kane
Rosie Collington
5 days ago
I have a new review paper out in
@environmentalpol.bsky.social
! ⨠What would it actually take for states to pursue green transformations? I identify 5 capacities ā planning, disciplinary, strategic, legitimation and adaptive ā and their respective policy elements, capabilities and institutions
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And it beginsā¦
www.pionline.com/institutiona...
5 days ago
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Jim Kane
Mark Blyth
6 days ago
New Rhodes Center Pod just up. Great conversation with Alex Cooley and Alex Dukalskis about their new book Dictating the Agenda. AKA - How authoritarians go from playing defense other than offense. Great book. Read it. But listen here first:
player.captivate.fm/episode/5e16...
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How authoritarianism went from defense to offense on the world stage
Quickly and easily listen to The Rhodes Center Podcast with Mark Blyth for free!
https://player.captivate.fm/episode/5e163d54-0e7d-4514-a882-a4dbffa84550/
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reposted by
Jim Kane
Ian Smith
6 days ago
Important stuff from
@leeharris.ft.com
on how the US life insurance industry loaded up on private credit
www.ft.com/content/b6be...
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How insurance became the lifeblood of private credit
Private capitalās insurance playbook has spread everywhere, raising concernsĀ among those who pioneered the trade
https://www.ft.com/content/b6be87a9-0abf-4950-9060-2159aa547f3d
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"@grok, put the cobalt price in a bikini"
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6 days ago
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Lol, no
6 days ago
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I didn't realize that Oaktree was still involved in residential housing in Ireland. About 10 years ago, my jaw dropped when I started looking how they structured the acquisition of distressed mortgages (in the aftermath of the GFC) to avoid taxes in the country.
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7 days ago
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reposted by
Jim Kane
@markgmaurer.bsky.social
on how FASB accounting rules lump together data center build outs with more rapidly depreciating chips, making the disclosures difficult to understand.
www.wsj.com/articles/ai-...
2 months ago
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reposted by
Jim Kane
Benjamin Braun
7 days ago
"āLimitationsā in the rules mean AI companies may not have to account either for the cost of renewing a data centre lease or for the cost of not renewing it, even though either number could be huge" Accounting gaps for real estate-related liabilities? Those never cause any trouble, right?
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Jim Kane
Daniela Gabor
8 days ago
Workers' capital -pension funds - pushing for AI to replace workers is one of the exquisite ironies of the financialised welfare bargain
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Jim Kane
Ann M. Lipton
9 days ago
"large language models such as ChatGPT were consistently advising women to ask for lower salaries than men in recruitment processes,... AI tools already in use by more than half of Englandās councils were downplaying womenās medical conditions, potentially resulting in unequal care"
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How tech turned against women
As AI-generated sexualised images proliferate and app-facilitated abuse spreads, we are sleepwalking into a new age of gender inequality. It is time to regulate properly
https://www.ft.com/content/60e2a900-8999-46cc-8107-4f468f442aae
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Stonepeak Infrastructure Partners' K-shaped portfolio holdings: superyachts and deportation flights.
giftarticle.ft.com/giftarticle/...
www.motherjones.com/politics/202...
9 days ago
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Jim Kane
Andrew Elrod
10 days ago
Woodrow Wilson in the 1912 campaign: "The high cost of living is arranged by private understanding."
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"The coastline alone $50 billion of value on a conservative basisā Apollo's Marc Rowan.
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10 days ago
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Jim Kane
Lenore Palladino
10 days ago
I wrote about how unregulated finance is now just, well, finance for
@phenomenalworld.bsky.social
the center of gravity in finance has completely shifted & our mental models & policymaking approaches need to catch up
www.phenomenalworld.org/analysis/fin...
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Finance in the Dark | Lenore Palladino | Finance in the Dark
An opaque sector is reshaping the US. Only ambitious regulatory reform can check its power.
https://www.phenomenalworld.org/analysis/finance-in-the-dark/
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Jim Kane
Benjamin Braun
10 days ago
Hard to overstate how certain we can be that this is, in fact, going to end badly.
@robinwigglesworth.ft.com
on the gutting of the SEC.
www.ft.com/content/b5d9...
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Jim Kane
Quinn Slobodian
10 days ago
Remarkable piece by
@melindacooper.bsky.social
for
@equatormag.bsky.social
www.equator.org/articles/eps...
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Epstein Family Values ⢠EQUATOR
The billionaire patriarchs of the American far-right want to rule an economy of masters and servants
https://www.equator.org/articles/epstein-family-values
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www.ai-cio.com/news/la-cais...
10 days ago
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Jim Kane
Lenore Palladino
10 days ago
private credit funds: why sell to outsiders when you can just sell to yourself (*cough cough* & private equity too *secondary funds*) it's almost as if the whole goal is to make money by moving money around
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I guess we're getting the fire-sale-to-institutional-investors stage before the unload-institutional-investors-holdings-to-retail stage.
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Blue Owl Sold Private Loans to Pension Giants and Own Insurer
Blue Owl Capital Inc., facing a looming deadline to return cash in one of its private credit funds, found four buyers for a $1.4 billion portfolio of loans to help pay out investors: Three of North Am...
https://www.bloomberg.com/news/articles/2026-02-20/blue-owl-sold-private-loans-to-pension-giants-and-own-insurer
10 days ago
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Must be nice to own a data provider that can make the case for your higher fee products
www.pionline.com/asset-manage...
10 days ago
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Jim Kane
Doug Henwood
11 days ago
fresh audio product: ⢠Naomi Hossain
@naomihossain.bsky.social
on politics in Bangladesh ⢠Stuart Schrader
@stschrader1.bsky.social
on āauthoritarianism from belowāāthe role of local cops in the Trump crackdowns
www.leftbusinessobserver.com/Radio.html#S...
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11 days ago
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Jim Kane
FT Alphaville
11 days ago
as.ft.com/r/0bf7230b-9...
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How Hamilton Lane extracted more money from its āNAV squeezingā
[FREE TO READ] We read proxy statement so you donāt have to
https://as.ft.com/r/0bf7230b-9605-4431-b0b5-d7264e80e017
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TIL there are 18 PE-backed car wash operators and Leonard Green is doing an LBO of one of them for the second time.
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Mister Car Wash is once more in private hands - PitchBook
The car wash roll-up has performed steadily, but intense competition and a high debt load have hurt it in the eyes of stock pickers.
https://pitchbook.com/news/articles/mister-car-wash-is-once-more-in-private-hands?sourceType=NEWSLETTER
11 days ago
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Jim Kane
Benjamin Braun
11 days ago
āThis is the ākiller appā and its precise method of killing you will be social scientists boring you to death talking about it.ā So far Iām enjoying the talk, including this post. But can see how lethality may soon increase.
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Itās ok, Karp carries the spirit of the American worker with him on the worldās first completely anti-woke private jet.
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12 days ago
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This is fine š
www.bloomberg.com/news/article...
13 days ago
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reposted by
Jim Kane
Stuart Schrader
13 days ago
If you appreciated my
@nybooks.com
article, you'll love my new book Blue Power: How Police Organized to Protect and Serve Themselves, out from
@basicbooksgroup.bsky.social
in April. Order with discount code BLUE20 at
www.hachettebookgroup.com/titles/stuar...
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Jim Kane
Dan Primack
13 days ago
Teachers unions think Apollo may have misled folks back in 2021 about its Epstein ties. Published this 2+ hours ago. Still no comment from Dechert, which did the investigation.
www.axios.com/2026/02/17/e...
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Teachers unions push for investigation into Apollo's Epstein ties
Two teachers unions sent a letter to the SEC, asking for an investigation into Apollo's past statements.
https://www.axios.com/2026/02/17/epstein-files-apollo-global-management-teachers?utm_source=x&utm_campaign=editorial&utm_medium=organic_social
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Jim Kane
Ben Zipperer
14 days ago
Want to explore the EPI State of Working America Data Library in
#RStats
? The š£ swadlr š£ package lets you search available datasets and pull time series directly
economic.github.io/swadlr/
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