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YWR: Hedge Fund Holdings Analysis
It's all one trade.
It looks crowded. Semis and memory.
The Nairobi Solution: Ch.10
Previous: Ch.9
Erik exited Jomo Kenyatta’s Terminal 2 into the bright blue sky. It was nice to be back. His driver was waiting and waved.
“Good to see you back sir! May I take your bag?
No. It’s fine. I got it. It’s just a roller. Can we...
What Warsh means for Markets with Marvin Barth
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YWR: Hang Seng on the Launchpad
Skate to wear the puck is going to be.
Skate to wear the puck is going to be.
The Nairobi Solution: Ch.9
Erik stared again at the email from Dwight.
“Give me a call when you can. I need you to come to London.”
He reread the words searching for extra layers of meaning.
Why did Dwight need him to come to London? Was it to fire him? But then w...
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Authors
The writers behind this newsletter.
Former Hedge Fund PM. Economics, stock market and financial structure nerd. Weekend MTB'er and wanna be Freeride skier.
A Ph.D. economist, strategist and portfolio manager with experience at major global banks, asset managers, & across the policy spectrum, including the Federal Reserve Board, the U.S. Treasury Department, & the Bank for International Settlements.
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