✨ 5-9 May 2022 | Value Investing Substack NEWS
Berkshire Hathaway AGM 2022, Bridgewater CIO Letter, Macro Ops & Value Investing, ACS Battling a Bear Market, All ARKK's Holdings In Red Ink, Whatsapp Exec Regrets Facebook Sale, US Fed Hikes 50bps
HIGHLIGHTS
An Update From Our CIOs: What Was Coming Is Now Upon Us | Bridgewater Associates
Claire Barnes' Apollo Asia Fund: the manager's report for 1Q22
SUBSTACKS + LONG-READS + TWITTER
LINKS
(all links are in reverse chronological order)
Stock Markets:
Elon Musk and Cathie Wood say passive investing has gone too far
Netflix stands to make billions from ads—and other platforms will follow
Every ARKK Holding Is in the Red This Year Except for Its Cash
Malakoff Corporation Berhad – Part 2: A Gap in Understanding the Gap (Malaysia)
Macro
ASEAN:
Holes in Sabah history (Malaysia)
USA:
The Fed raises interest rates by the most in over 20 years to fight inflation
U.S. trade deficit jumps 22% and tops $100 billion for the first time ever
Eurozone:
Russia:
Russia Can’t Shake Default Risk After Last-Minute Bond Payment
Brazil's Lula says Zelenskiy 'as responsible as Putin' for Ukraine war
News & Other:
Taliban orders all Afghan women to wear the all-covering burka in public
Young Queen shows off engagement ring in unseen home recordings released to mark Platinum Jubilee
Man who assaulted flight attendants, was duct taped on Frontier flight, sentenced to jail
Location data broker SafeGraph stops selling information on visits to abortion providers
MEDIA
(all links are in reverse chronological order)