✨ 16-19 May 2022 | Value Investing Substack NEWS
Using GAAP Accounting Metrics to Analyze SEA Ltd's ASEAN e-commerce biz Shopee - JPM Upgrades China Tech, UK CPI +9%, Turkey Blocks NATO, Mariupol Falls, Indonesia Courts Musk, China Zero-Covid Fail?
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Related News:
SUBSTACKS + LONG-READS + TWITTER
LONG-READS:
The Men Who Flipped on Bill Hwang Were Trusted Lieutenants | Bloomberg
The Profile: Elon Musk’s right-hand man & the liver king | The Profile
LINKS
(all links are in reverse chronological order)
Stock Markets:
Twitter board says it will 'enforce the merger agreement' despite Elon Musk's latest move
US shale companies enjoy ‘tsunami of cash’ on high oil prices | FT
Allianz pleads guilty to multibillion dollar fraud, fined $5b, can no longer advise funds in the US [Reddit]
Salesforce dumped rest of its Snowflake shares during first-quarter market plunge | CNBC
Home improvement retailer MR DIY joins MSCI Malaysia index while Fraser & Neave and Westports out
Macro
USA:
US junk bond market starts to crack under inflation and supply fears
Ex-Goldman CEO Blankfein says recession possibility is ‘very high risk factor’
China:
A fireside chat about the Hong Kong dollar as it revisits 7.85 | BNP Paribas
China cuts US Treasury holdings to lowest in nearly 12 years amid volatility in the US
Eurozone:
Erdoğan: Turkey ‘not positive’ about Sweden and Finland joining Nato
Finland's president tells Putin his country will apply to join NATO
Rest of World:
Russia Current Account Surplus Jumps to Record Despite Sanctions
Lebanon is in political crisis. Sunday’s elections won’t change that.
Embattled Sri Lanka president replaces prime minister in closed ceremony
News & Other:
MEDIA
(all links are in reverse chronological order)