In this episode Scott Becker discusses 6 notes on Apollo’s record quarter.

In this episode Scott discusses:

All 3 stock indexes hit records yesterday.

The 10 year treasury yield is set to open at close to 1.5490.

The Republican nominee Glenn Youngkin won the governor's race in Virginia.

Apollo had a record quarter of asset sales with sales of $8.8 billion in exits.

Avis Rent a Carstock doubled yesterday as they recovered from the pandemic. The stock literally went up $185 in one day to close near $357.

In this episode Scott Becker discusses 6 points on the private equity firm KKR.

In this episode Scott becker discusses Zillow’s flipping business going sideways, the real estate market, being an owner vs. principal, and more.

In this episode Scott discusses:

Stock futures are trading at about even after having a terrific day yesterday.

The ten year treasury yield opens at right about 1.575

BP printing cash as oil and gas prices rise.

Walmart hiring supply chain staff at $20 an hour.

Zillow stock down 22 percent this year as its flipping business goes sideways.

Nordstrom is hiring 28,000 more workers both regular and seasonal.

In this episode Scott Becker discusses the changing or non-changing ways How Microsoft (cloud services + business software), Amazon (cloud services + retail), Facebook (still search), Google (still search) and Apple (hardware, apps, cloud storage, and more) make their money.

In this episode Scott discusses:

Stock futures point up and the 10 year treasury yield opens around 1.56.

American Airlines cancels more than 1,900 flights this weekend based on staffing challenges.

Coke buying the remaining 70 percent of Body Armor for $5.6 billion.

Inflation via the CPI rose in September at its fastest rate in 30 years.

The treasury is set to reduce the amount of debt it is issuing at each auction.

Disney Shanghai closed for 3 days based on a positive COVID-19 case.

In this episode Scott Becker discusses Carlyle’s recent success.

In this episode Scott Becker shares 4 notes on T. Rowe Price buying private debt firm Oak Hill Advisors.

In this episode Scott discusses:

Amazon misses sales estimates and earnings estimates.

Futures point down today after the indexes had a very positive day yesterday.

Apple revenues rise to $83.4 billion for the 3rd quarter.

GDP grew by 2 percent in the 3rd quarter.

Rowe Price Buys Private Debt Firm Oak Hill Advisors for $4.2 billion.

Carlyle's stock has jumped 80 percent this year and it just reported great 3rd quarter earnings.