What I’m reading ~ 11/4/2017

  1. Kase Capital Short Wingstop
  2. Allan Mecham’s Arlington Value closes to new investors [ValueWalk]
  3. Sears and its hedge fund owner, in slow decline together [NYTimes]
  4. Eton Park shutdown shows how hedge funds are dying at an alarming rate [Fortune]
  5. Ryanair’s Low Cost Flywheel: Scuttleblurb Analysis [market folly]
  6. How to Beat the FX Market? Just Get on Twitter, Academics Say [BBG]
  7. Modelling France’s presidential election [The Economist]
  8. What If Other Areas of Life Operated Like Wall Street? [A wealth of common sense]
  9. Wall Street Made Charles Murphy Successful and Rich, but Happiness Eluded Him [WSJ]
  10. The Man Who Invented the World’s Most Important Number [BBG]


Daily wrap:

  • Tillerson: Russia Should Give Up ‘Unreliable Partner’ Assad (BBG)
  • U.S. tries to line up West, Mideast against Assad (Reuters)
  • United Airlines under fire after passenger dragged from plane; officer put on leave (Reuters)
  • Tillerson carries Syria stance to Moscow as Trump assumes West’s leadership (Reuters)
  • Investors Dump French Assets as Presidential Race Opens Up (WSJ)
  • Why Bond Bears Look Poised to Come Out of Hibernation…Again (BBG)
  • North Korean ships head home after China orders coal returned (Reuters)
  • 142-Year-Old Japanese Giant Toshiba Warns It May Not Survive (BBG)
  • Commercial-Property Lending Falls as Investors Pull Back (WSJ)
  • Qualcomm hits back at Apple’s lawsuit, accuses iPhone maker of false statements (Reuters)
  • U.K. Grocers Secretly Squeeze Customers as Brexit Bites (BBG)
  • Chinese cities restrict home sales by buyers to fight speculation (Reuters)
  • Pipeline Built to Survive Extremes Can’t Bear Slow Oil Flow (BBG)
  • Secret Recordings Play Role in SEC Probe of Insurer AmTrust (WSJ)
  • Yuan firms as dollar retreats; Macquarie forecasts no depreciation this year (Reuters)
  • U.S. judge finds Texas voter ID law was intended to discriminate (Reuters)
  • Sorry America, Your Taxes Aren’t That High (BBG)
  • Banks scramble to fix old systems as IT ‘cowboys’ ride into sunset (Reuters)
  • London Police Acted Illegally in Russia Cash Seizure, Court Says (BBG)
  • Toshiba files earnings without auditor endorsement, delisting risk rises (Reuters)
  • Grains piled on runways, parking lots, fields amid global glut (Reuters)

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