What I’m reading ~ 18/2/2017

  1. State of South East Asia (SEA) Technology Startup Ecosystem 2016
  2. Saber Capital 4Q2016 letter
  3. Peter Lynch 1994 Lecture
  4. Black Edge: new book about billionaire trader Steve Cohen [Sheelah Kolhatkar]
  5. Excerpts from Elliott Management’s letter [Business Insider]
  6. Trump’s ‘stew of uncertainties’ puts hedge fund managers on alert [WSJ]
  7. TCI’s Chris Hohn launches bid to block aerospace deal [Cityam]
  8. Meet Paul Hilal, the activist investor taking on CSX [WSJ]
  9. A look at Folger Hill’s year-end letter [Business Insider]
  10. How to invest like Loeb, Einhorn, Ackman at a discount [Barrons]

What I’m reading ~15/2/2017

  1. What Goes Into Startup Unicorns?
  2. Global Stocks Hit 21 Month Highs, Futures Point To New Record Ahead Of Inflation Data
  3. Knowing the count
  4. Hedge Funds: Down but Not Out


Daily wrap-up: Feb 15

  • World stocks at 21-month highs on Yellen, U.S. outlook (Reuters);
  • Dollar notches longest run of gains in five years before CPI data (Reuters)
  • Nervous About the ACA, GOP Divisions Emerge Over Repeal Effort (BBG)
  • Flynn Probed by FBI Over Calls With Russian Official (WSJ)
  • Russia Questions Mount for Trump White House Reeling From Flynn Fallout (BBG)
  • Trump knew for weeks aide was misleading over Russia (Reuters)
  • U.S. Drops Insistence on Two-State Solution in Mideast (WSJ)
  • Trump to welcome Netanyahu as Palestinians fear U.S. shift (Reuters)
  • Yellen Sets High Hurdle for Reducing Fed’s Massive Bond Holdings (BBG)
  • Why the Trump Organization Was Cited in a Brazil Corruption Probe (BBG)
  • Bank of America Misses a Big Options Payday, Goldman Cashes In (WSJ)
  • Eurozone trade surplus jumps in December (FT)
  • Why Data Nerds Struggle to Gain Power at Hedge Funds (BBG)
  • Malaysia detains woman, seeking others in connection with North Korean murder (Reuters)
  • Why America’s Tallest Dam Is Suddenly in Danger (BBG)
  • U.S. Defense Secretary in Brussels Amid Turmoil Over Flynn (WSJ)
  • Retail CEOs to meet Trump in bid to kill U.S. border tax (Reuters)
  • Central bankers take up arms against protectionism (Business Times)
  • GM, PSA bosses try to sell Europe deal amid German, UK worries (Reuters)
  • French government spokesman says aware of German concerns over Peugeot-Opel deal (Reuters)
  • PepsiCo profit beats on demand for healthy snacks, drinks (Reuters)
  • As AP Tests Gain Popularity, Some Colleges Push Back (WSJ)
  • Berkshire takes huge bite of Apple, boosts airline stakes (Reuters)

What I’m reading ~ 13/2/2017

  1. Consumers Are Going to Love the End of Net Neutrality—at First
  2. The Entire Field Of Mathematics, Summarised In One Map
  4. More on Complexity Economics
  5. The decline and fall of Asia’s airline empires

Market Folly’s recommendations:

What I’m reading ~ 9/2/2016

  1. Baupost Q4 2016 letter
  2. Sequoia Q4 2016 letter
  3. Third Avenue Q4 2016 letter
  4. Forget Trump: The Reason For The Economic Boom Is Totally Different, And Deutsche Says It Is About To End
  5. Will Japan’s Declaration of Bitcoin as Legal Tender Accelerate Cryptocurrency Mainstream Adoption?
  6. Bitcoin Plunges After Chinese Exchanges Suspend Bitcoin Withdrawals
  7. Martin Armstrong Warns “World War III Looms In Eastern European Tensions”

Daily wrap-up: Feb 9

  • Airlines, Airports to Meet President Amid Travel-Ban Uncertainty (WSJ)
  • Legal battle pits Trump’s powers against his words (Reuters)
  • Trump’s Oval Office Tweets Force CEOs to Choose Fight or Flight (BBG)
  • Companies Plow Ahead With Moves to Mexico, Despite Trump’s Pressure (WSJ)
  • Trump’s Labor Pick Loves Burgers, Bikinis, and Free Markets (BBG)
  • NATO allies lock in U.S. support for stand-off with Russia (Reuters)
  • Sessions Takes Reins at Justice Ready to Walk the Line for Trump (BBG)
  • Washington Turns Attention to Yemen, Pleasing Gulf States (WSJ)
  • Tesla pausing factory for Model 3 preparation this month (Reuters)
  • Twitter reports slowest quarterly revenue growth, shares slide (Reuters)
  • Goldman hedge fund folding London operations, shifting staff to U.S.: sources (Reuters)
  • Big Meat Braces for a Refugee Shortage (BBG)
  • Islamic State-linked group claims rocket attack on Israeli resort (Reuters)
  • Manhattan landlords can’t stop setting new records for giveaways  (BBG)
  • Zurich Insurance Falls as Greco Fails to Convince on Growth (BBG)
  • China’s changing debt risks drive up bond futures volumes (Reuters)
  • Northeast U.S. Bracing for Powerful, Fast-Moving Snowstorm (BBG)
  • Singapore Airlines places $13.8 billion wide-body Boeing order (Reuters)
  • Puma Predicts Profit Jump as Bolt, Rihanna Assist Resurgence (BBG)