Some links
Bloomberg article on the meltdown of the Archegos Hedgefund
A “Must read” memo from Rob Vinall on how to adapt to rapidly changing markets
Prof. Damodaran with an interesting deep dive into rising interest rates vs. stock valuations
The Atlantic on the potential of mRNA technology
Yetanothervalueblog likes Discovery, one of the Archegos “victims”
A “conversation with Bill Ackman” from January but still relevant (SPACs etc.)
Those are decent results considering some of the cross currents at play this year!