Sublime
An inspiration engine for ideas
@Post_Market Here was our attempt to address this very question. And being an old timer, lived through dot-com and many years before that as well. “The Math of Value and Growth”: https://t.co/NGUSffcdJw
Michael Mauboussinx.comThe End of The Beginning
aitkenadvisors.com
The most beautiful summary of the last 2 years of equity market activity by Howard Marks https://t.co/5Ma9Vcavwe
Legendary investor Howard Marks just released a new memo.
“In my 53 years in the investment world, I’ve seen economic cycles, manias and panics, bubbles and crashes, but I remember only two real sea changes. I think we may be in the midst of a third one today.”
My Notes…
Austin Liebermanx.com
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
