What I’m reading ~ 7/2/2017

  1. Hayden capital – Q4 letter
  2. Viking Global Q4 2016
  3. Lakewood capital – Q4 letter
  4. Thirdpoint – Q4 letter

Daily Wrap-up: February 7

  • Senate to Vote on DeVos Confirmation Amid Fiery Debate (WSJ)
  • Investors Cut Back on Commercial Property (WSJ)
  • Euro, European bonds unnerved by French politics (Reuters)
  • Trump’s Dodd-Frank Do-Over Diverted to Slow Lane (BBG)
  • In GOP, Divide Grows Over Pace of Obamacare Repeal (WSJ)
  • Syria Detains Opponents as It Reasserts Control (WSJ)
  • Gaga’s Halftime Drone Swarm Was Pretaped (BBG)
  • Tom Brady’s Missing Super Bowl Jersey Could Be Worth $500,000 (BBG)
  • The New Face of American Unemployment (BBG)
  • China Courts Ivanka, Jared Kushner to Smooth Trump Ties (BBG)
  • A Bright Idea for Hedge Fund Managers: Do Nothing (WSJ)
  • Islamic State sees chance to revive fortunes in Trump presidency (Reuters)
  • Harvard’s Record $1.2 Billion Haul Erased by Investment Losses (BBG)
  • GOP-Led SEC Considers Easing Pay-Gap Disclosure Rule of Dodd-Frank (WSJ)
  • Top Trader Vitol Sees Oil Rattled as Trump Makes Market Fret (BBG)
  • Billionaire Peter Thiel Says He’s Not Running For California Governor (Forbes)
  • Romanian president tears into government after protests but backs it to remain (Reuters)
  • Iran leader rebuffs Trump warning, says he shows America’s ‘real face’ (Reuters)
  • Trump’s pick for labor secretary admits to employing illegal immigrant (Reuters)
  • Michael Kors comparable sales fall more than expected (Reuters)

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