peHUB Second Opinion 7.21

Scoops: Blackstone is reportedly eying an Asian real estate fund operated by Merrill Lynch. (Deal)

Via Abnormal Returns: I haven’t read this yet, but I suspect it would be a worthwhile read for both small cap investors and middle market buyout funds. It’s a Brandes Institute white paper from April called Is U.S. Small Cap a Viable Alternative to U.S. Private Equity? (SSRN via AR)

Spoiler Alert: No. Do good students become good entrepreneurs? (You’re The Boss)

Recession Not Vicey Enough: Even though the S&P is up more than 43% for the year, the Vice Fund is only up 24%. (Zerobeta)

What Do CNBC Anchors Do During Washington Hearings? Clusterstock wonders if they “smoke green shoots and plan tomorrows wardrobe.” (Clusterstock)

You’re Not Helping: It wasn’t just Goldman Sachs that killed in Q2. Hedge fund assets also surged in Q2 thanks to the relatively healthy stock market performance. (Dealbook)

The GP Allure: LPs invest in buyout firms the same way we buy TVs? Meaning, it’s all a fancy game of advertising… (Not Too Proud)

Speaking of Goldman Sachs, you didn’t think Jon Stewart would let The New Yorker have all the fun, did you?

The Daily Show With Jon StewartMon – Thurs 11p / 10c
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