Sublime
An inspiration engine for ideas
Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
The latest piece from Russell Napier is a must-read for all investors.
The TL;DR:
• The world is moving to National Capitalism (Reshoring)
• Everyone will choose to inflate their debt away
• Don't own the S&P 500... See more
The End of The Beginning
aitkenadvisors.com
Brookfield Asset Management has $750B in assets under management & 100+ yrs experience investing in the backbone of the economy
They call this “a hinge moment in history” w/profound implications for inflation, interest rates, & investing
Their macro update & investment plan…
Austin Liebermanx.com
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
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