Politically Connected PEU Speaks on this Election

Carlyle co-founder David Rubenstein read the political tea leaves for the midterm elections.  He proposed different political priorities under varying voting scenarios.

Rest assured that Carlyle and Declaration Partners (Rubenstein's family office) are ready to play under all of those possibilities.  

My wise friend wrote:

David's very comprehensive with this political note. Thank you. He's very hopeful someone carries his interest.

Politicians Red & Blue love private equity underwriters (PEU) like Mr. Rubenstein, and their new TechGod brethren.  Increasingly, more are one.

Everybody vote.  

Parasites Unite Pre-Election

Kalshi's political Red Team connections are crème de la crème with Donald Trump Jr. as their strategic advisor.  At times it makes sense to shift a bet.  Thus, Kalshi has gone Blue recently.  

Kalshi has proven its predatory nature with nearly 3 users losing money on the platform for every long term money winner.  

"You're not just up against ordinary people on Kalshi, you're up against Wall Street."

Former Biden advisor John Bivona said this upon joining Kalshi in January 2026.

"...At a time when people feel like our financial system is rigged against the everyday person, Kalshi levels the playing field and brings more public participation to the issues that people care about most.”

Joining a wagering site populated by Wall Street does not sound like Mr. Bivona's promised de-rigging.  

Politicians Red & Blue love private equity underwriters (PEU) and their new TechGod brethren (Kalshi fits here).  Increasingly, more are one.

Kalshi knows where to place, or at least hedge, its political bets.

The Richest Bastards

The Super Wealthy can come together for a cause, albeit one very self-serving.  Asset accumulators, otherwise known as TechGods and private equity underwriters (PEU), quiver at the thought of paying their fair share in taxes to support governments that send them so much business.

PEUnity, it's an inglorious thing to watch.  Politicians Red & Blue love PEU and their new TechGod brethren.  Increasingly, more are one.

TechGods Don't Care Nor Share

Self serving billionaire TechGods have worn out the patience of the average citizen.  They've trashed industry after industry, while destroying customer service 

Don't Care:

I tried to buy healthy snack bars in Sam's Club but the product would not ring up for the third day in a row according to workers.  I told them their IT people must suck, that is if they haven't been replaced by unreliable and unpredictable AI.  

Walmart's Sparky, Customer Service Assistant, Merchant Tools and Agentic End to End Workflow could not get their Sam's Club scanner to read that barcode, not once over a three day period.

Don't Share:

Founders, from private equity underwriters (PEU) to TechGods, take their companies public for monetary gain but game it so they retain all the control, get financial subsidies for the few taxes they are asked to pay and continue to grow their private jet/luxury yacht/multiple villa/political donor class lifestyle.  Whatever they can shift from their pocket to the company, they do that and more.

Elon Musk has total control of all his corporate entities and he puts them together and takes them apart like Play-Doh toys.  Anthropic plans to keep all the control in a similar fashion.

Meta just changed their capital structure to their founder's benefit.  Apparently, it's just never enough.

My wise friend noted:

Our leaders' objectives line up with Sodom and Gomorrah principles. We're going back to where we started from.

As for Anthropic's IPO generating thousands of instant millionaires,  I got this capitalism thing all wrong. The more money you lose, the more you are worth.

Anthropic lost over $80 billion the first half  of 2026.  

The deal keeps getting better for billionaire TechGods and PEUs, while the average person struggles mightily and workers are ignored.

That's because politicians Red & Blue love PEU and their new TechGod brethren.  Increasingly, more are one.

Political Tea Leaves for "tradexyz"

Stanley Druckenmiller, the storied investor backing tradexyz, worked alongside Treasury Chief Scott Bessent and mentored Fed Chair Kevin Warsh.  Stan expects tradexyz to be approved for business in the U.S.  He should know as he rubs shoulders with the political elite, which enable the 24/7 functioning of the insider money funnel.

Tradexyz's website promotes trading anything, anytime with no gatekeepers. 

Druckenmiller posted the following on X:

I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process.

I'm not sure that is a draw given the $6.3 billion Binance cryptocurrency theft (which now has the attention of the U.S. Secret Service).

As a market participant I expect my holdings to not disappear because somebody commandeered a company laptop.  It seems everything is asymmetric nowadays.  

A handful of people with the "right keys" funnel $ billions to themselves and their friends.  That game for the greedy never ends and consumes souls for power and other earthly ends.

There is far, far more that money can never buy.  God's peace, love, understanding and acceptance are available to all.  One just needs to stop the taking, the harming, the killing and the destroying.  But most of all we need to stop replacing God with godless, addictive technology.

TechGods, CryptoBros and Private Equity Underwriters (PEU) want to make a new world, one that they control.  I say "a pox on that."  I do not need to trade anything, anytime with no gatekeepers.  

Calling St. Peter...."We need some help down here.  Can you come up with a predictive algorithm for heaven?"  

I believe it's called the Sermon on the Mount, which calls for loving God and loving one's neighbor.  It might be good not to addict your fellow human being.

Apollo Economist Trashes AI's Corporate Impact

Apollo Chief Economist had this to say about the impact of AI:

"Despite massive investments and widespread hype around artificial intelligence, the technology has delivered zero financial payoff to corporate America outside of tech."

He went on to say:

"AI does not understand accountability, trust, culture, unwritten rules, ethical trade-offs or fairness, all of which shape reputational risk and ultimately drive revenue growth and profit margins."

It does know how to harm people or assist humans with harming others.  No mercy could be one AI motto.  

Elected officials have been AWOL on setting AI safety laws/standards.  That's because politicians Red & Blue love PEU (private equity underwriters who finance much of the AI stack) and their new TechGod brethren (purveyors and promoters of all things AI).  Increasingly, more are one.

Texas does seem a good fit for an industry that leaves millions out in the cold and does not protect children from danger.  

Apollo is a politically connected private equity underwriter whose co-founder Leon Black funded Jeffrey Epstein's child endangerment lifestyle to the tune of $170 million.

Update 11-1-26:  Oracle warns AI costs can be unpredictable and that high usage does not equate to value.  

PEUs May Use AI to Knife Creditors

Private equity underwriters (PEU) have been early adopters of AI in their operations.  McKinsey noted that PEU affiliates that broadly embraced AI had much higher revenue multiples than companies that did not.  

AI impacts are the PEU knife that only cuts one way.  It increases revenue multiples for winning affiliates but becomes an act of God (force majeure) if that investment is severely disrupted.  

AI shares something with the greed and leverage boys, a disdain for human suffering under new operating models and a penchant for revenge if they are insulted or their secrets are revealed.  

TPG and Welsh Carson Anderson & Stowe showed no care for staff terminated under their "new operating model" for a former employer, a large hospice company.  

Disruption is the TechGod model and a core part of how PEUs pick and choose investments.  Both have suckled to Uncle Sam's budget teat to the point the Trump administration looks like a Milken Global Conference or World Economic Forum (Davos) attendee list. 

Politicians Red & Blue love PEU and their new TechGod brethren.  Increasingly, more are one and far too many rely on greed and revenge as primary strategies.  Lord, help us all.