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Michelle Celarier
Latest Articles
The War-Driven Spike in Oil Prices May Lead to Only ‘Modest’ GDP Contractions, Says Michael Cembalest
Michelle Celarier
March 5, 2026
The Value Iconoclast
Michelle Celarier
March 2, 2026
Allocators Prefer the ‘Fluffy Airy’ Words of Private Equity to the Hard Math of Hedge Funds
Michelle Celarier
February 27, 2026
The Bitcoin Treasury SPAC Market Is Dead
Michelle Celarier
February 23, 2026
Maritime Defense AI Could Be the Next Big Investment Opportunity in Venture Capital
Michelle Celarier
February 20, 2026
Private Credit Secondaries Surge Amid Muted Exit Environment
Michelle Celarier
February 17, 2026
Now Top Investors Are Doubting the AI Revolution
Michelle Celarier
February 6, 2026
Liquidity Isn’t the Problem You Think It Is, Says Ludovic Phalippou
Michelle Celarier
January 28, 2026
UMass Tops Endowment Performance Rankings for 2025
Michelle Celarier
January 23, 2026
Chris Hohn’s TCI Tops Hedge Fund Gains in 2025
Michelle Celarier
January 19, 2026
The Numbers Are in on Short Sellers’ Losing Year
Michelle Celarier
January 14, 2026
Bill Ackman’s Big Year Came from AI, Trump — And an Insurance Play
Michelle Celarier
January 8, 2026
The ‘Precarious’ Risk-On Strategy That Drove Seawolf’s Outperformance
Michelle Celarier
January 7, 2026
Are Evergreen Funds Too Good to be True?
Michelle Celarier
January 7, 2026
Actually, Private Equity Firms Have Little to Fear from Litigation by Retail Investors
Michelle Celarier
December 22, 2025
Marc Rubinstein on the Hidden Fault Lines in Modern Finance
Michelle Celarier
December 16, 2025
J.P. Morgan’s Michael Cembalest Finds ‘Warning Signs’ in Hedge Funds
Michelle Celarier
December 8, 2025
Private Equity Fundraising Remains Glum, Four Years On
Michelle Celarier
December 3, 2025
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