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China is preparing for war. Everyone should watch @Jkylebass' presentation at the @HudsonInstitute, where he connects the dots—between the military, policy, infrastructure, & markets—that point in one direction: #China is mobilizing for war with 🇺🇸 Key highlights... See more

Ian Ellis x.com

Bill Ackman: "One thing I believe is that the private equity, venture capital and real estate portfolios are mismarked" Ackman on Harvard and Yale endowment's exposure to private equity and VC. One of the best clips I have seen From his recent interview at University of Austin... See more

Boring_Business x.com

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Howard Marks just went on Bloomberg to share his views on Liberation Day. Here are his insights on its economic impact and why he thinks US is still the best investment destination. A thread 🧵 https://t.co/tqvDLGYwjJ

Thomas Chua

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There’s a reason the Chinese demanded that the IMF stop 🛑 publishing their ‘Reserve Adequacy’ calculation for China and for Hong Kong in 2019…China doesn’t have adequate USD reserves to operate their economy. Buckle up….CNY and HKD are about to get sporty. #China #CNY https://t.co/GD9debNZR1

🇺🇸 Kyle Bass 🇹🇼

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In conversation with @BillAckman 🙏 We cover a LOT 🙏 Does he trust Donald Trump on Israel? Biden legacy? (he does not hold back…) Will he and Elon put in a bid for TikTok? How he thinks the US should... See more

Erin Molan x.com

Please see my below letter to the President of Harvard University sent today: November 4, 2023 Dear President Gay, I am writing this letter to you regretfully. Never did I think I would have to write a letter to the president of my alma mater about the impact of... See more

Bill Ackman x.com

December 3, 2023 Dear President Gay, Since my letter to you of November 4th to which you did not reply or even acknowledge, I have received substantial feedback and input from senior members of the Harvard faculty about a number of the issues I raised in my letter concerning free speech, antisemitism, and... See more

Bill Ackman x.com

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BLOOMBERG ARTICLE ON SYSTEMIC RISK FROM PODS Some interesting points in this Bloomberg article on multi-manager funds. A couple points stood out to me, and there were a couple points I would add. What stood out: 1) PODS ARE BIG. 30% of HF GMV per GS report (does... See more

Brett Caughran

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peter thiel live at the @allinsummit (0:00) the besties intro peter thiel (1:03) why he's not financially participating in the 2024 election (6:53) US relationship with china, is defending taiwan worth risking ww3? (16:38) state of... See more

The All-In Podcast x.com