10 Thursday AM Reads
My morning reads: • “If You Want to Bet on the End of the World…”: Puck sits down with Mark Spitznagel on the art of cool bullishness — and what tail-risk hedging looks like from here. Hedge fund prophet Mark Spitznagel, the ultimate black swan investor, is feeling surprisingly bullish these days, expecting one last euphoric market… Read More The post 10 Thursday AM Reads appeared first on The…
My morning reads:
• "If You Want to Bet on the End of the World…": Hedge fund guru Mark Spitznagel discusses his bullish outlook and strategy for hedging against potential market crashes. He anticipates a significant market surge followed by an eventual 80 percent drop as the largest asset bubble bursts.
• The Diesel Shock Is a Core Inflation Shock: Diesel fuel, an intermediate input in many physical goods, is driving inflation across various sectors from freight to construction.
• How private equity ended up in limbo: Over the past decade, private equity firms locked in institutional capital for above-market returns. However, the promised cash flow has yet to materialize, leaving the sector in a state of uncertainty.
• Yield Levels Starting to Look Juicy: Analyst Torsten Slok highlights current yield levels as attractive for income investors.
• The US Is Badly Losing Its Trade War With China: Despite eight years of tariffs, export controls, and industrial policy, U.S. trade objectives have not been met. None of the goals such as curbing Chinese industrial policy or reducing China's trade surplus have been achieved.
• The Atlantic: Xi Is Getting What He Wants: A look at how Chinese President Xi Jinping has outmaneuvered U.S. President Trump ahead of the upcoming state visit.
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