
EM Fund Stock Picks & Country Commentaries (March 23, 2025)




I realize many people don’t like or want to listen to Alex Jones and his Infowars; but one of their reporters just had one of the most interesting discussions I’ve ever heard concerning how private equity and their use of adjustable rate loans can destroy good businesses (aka Red Lobster, Party City, Joann’s, Forever 21, Big Lots and now Hooter's) with activist Tiffany Cianci (who became an anti-PE activist after having her franchise taken away and her life almost destroyed when a private equity firm took over the company she owned a franchise from and forced her out…):

IF you DON’T want to listen to the whole hour, here is a Twitter thread and a much shorter video with the summary being - “back floating rate loans” (e.g. adjusted rate loans) are being used by private equity to buy good companies with banks then repackaging and selling the loans off to pension funds who will inevitably need to be bailed out at some point in the future (as we “aren’t doing bank bailouts” again BUT we can’t let grandma loose her pension…):



My March 10 post took a detour away from EMs to discuss the destruction that private equity has caused within the California almond industry (as my family and I have an orchard):
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-march-23-2025