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 ___LINEBREAK__... See more
$20B AUM manager: “software is the Macy’s of this cycle bc AI will write software and pressure margins and multiples will go lower than you think... I told my daughter the only way to avoid being ‘AI’d’ is to be a nuclear engineer... Construction oriented stocks are AI proof… oil is not interesting as a value play bc demand won’t accelerate, but Ur... See more
SouthernValuex.comThe End of The Beginning
aitkenadvisors.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
We are in the early phases of a hard asset supercycle.
$68 trillion in new infrastructure investment. Catalyzed by a rapid macro shift toward "national capitalism" and driven toward reindustrialization, energy abundance, and defense capacity.
Who will own it?
Wh... See more
Brett Bivensx.com