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)

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