✨ Value Investing Substack NEWS - Humpty Dumpty Spirals Out of Control 🤯
✨ Value Investing Substack NEWS - Humpty Dumpty Spirals Out of Control 🤯
What's Going On At London Bridge? Also... SUBSTACKS, SUBSTACKS, SUBSTACKS!
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FRONT PAGE
This video provides an excellent summary of what’s going on at 10 Downing St. Also, check out the other excellent relevant links below:
The Macro Compass's Alf lays out the macro landscape for yesterday’s GDP plunge
Explanation on Reddit regarding the mechanics of the UK pension fund debacle
LONG READS
Equity Markets Aren’t Pricing in the Next Stage of the Tightening Cycle | Bridgewater (Aug 29)
The private equity club: how corporate raiders became teams of rivals | FT
How inflation is flipping the economic script, in seven charts | McKinsey (Global)
American policy is splitting, state by state, into two blocs | The Economist
Routes to Outperformance Revisited: Consistent Performance in A Game of Extremes | Aravis Capital (Great read!)
INTERESTING SUBSTACKS + TWEETS… over the past month!
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