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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
Bloomberg profile of Dan Wang and his new book on China and America, https://t.co/ufMTde9LQu
tylercowenx.com
Based #China doesn’t believe in casino capitalism run amok by banksters and stock market manipulators.
The salary of people in the financial sector will be capped at RMB 3 million ($400,000) a year. 🔥
(Private investors will be exempted).
Wanna make millions?... See more
$KKR: "The second mega trend that we've been building incredible franchise behind is the explosive growth in the need for infrastructure investment globally. It's estimated that $100 trillion needs to be invested between now and 2040"
The Transcriptx.com
🚨 Le portefeuille (au 31/12/23) de Michael "The Big Short" Burry est dévoilé !
👉 Etonnant de le voir avec autant de positions, lui qui en 2022, ne détenait que une seule position, Geo Group $GEO, comme un de nos membres 😉
🇨🇳 Ces deux plus grosses positions sont désormais : Alibaba $BABA et... See more