5 Things to Know in Investing This Week – The AI Eats Software Issue
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5 Things to Know in Investing This Week – The Decoupling Issue
The US figures out that our foreign policy is subject to CCP approval and works out a deal with Australia to develop rare earth mining and refining assets. China responds by ceasing soybean purchases from the US. All of this is creating discomfort in multiple places, but how dependent do you want to be on … Read more
The Depth Report Elon Musk is the Least of Twitter’s Problems
Overview: My first job on the “buy side” was in risk arbitrage. That’s a fancy name for investing based primarily on capturing the difference between the current price of a stock, and the value shareholders are due to receive in a merger or acquisition. At that time, there were a lot of announced deals, a … Read more
