I believe that long-term rates, e.g, 30-year rates, will rise further from here. As such, we remain short bonds through the ownership of swaptions.
— Bill Ackman (@BillAckman) September 22, 2023
The world is a structurally different place than it was. The peace dividend is no more. The long-term deflationary effects of… https://t.co/0YOPaQuOdR
AI IPO …NO?
https://newsletter.strictlyvc.com/p/pulled-ipos-signal-wall-street-losing-faith-in-data-center-boom?utm_source=newslette...