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Introducing...
Private equity firms as Taylor Swift looks! 🔥🔥
(Look what you guys made me do.)
Starting with:
BAIN CAPITAL
(1/16)
As I wrote in this @Opinion column in March:
"As in the oil trade, Russian grain will move into the shadows [...] If anything, the Kremlin will have a stronger say about where — and at what price — its grain goes, a potent economic weapon."
https://t.co/cqrz0nTlGo
These five videos are an absolute masterclass for investors.
1. Aswath Damodaran - Corporate Finance class
This covers everything you need to know about how a company should manage its money. Essential listening.
https://t.co/VYqeeIQbfN
Jamie Dimon's 2022 Letter to Shareholders
On interest rates:
"When you analyze a stock, you look at many factors: earnings, cash flow, competition, margins, scenarios, consumer preferences, new technologies and so on. But the math above is immovable and affects all."
Tennis missed an opportunity to send a strong message to Moscow by failing to impose a blanket ban on players from Russia and its ally Belarus after the invasion of Ukraine, world number one Iga Swiatek said
Sunday at 4pm ET: Watch a special edition of Bloomberg Surveillance breaking down the recent banking turmoil.
📺: Bloomberg TV
📻: Bloomberg radio
📱: Twitter, Facebook and the Bloomberg App
🏦📉 SVB Crash Explained📉🏦
Silicon Valley Bank—#16 largest US bank with $212B — just crashed 60% in 1 day & fell 22% post-close. Stock halted now.
@BillAckman is calling a US gov bailout.
@peterthiel is calling a bank run.
JPM, BAC, WFC all dropped 6%.
What's next?
Is this (a) Lehman moment or (b) overblown?
Are depositors screwed or just equity investors?
And what do the terms "AFS", "HTM", "NII", & "FDIC Insurance" actually mean?
👇THREAD ON SVB
🧵/
If you watch this and think "well war is brutal, and this happens on both sides"
Just remember that this guy was standing on his soil. He didn't leave his country to go and invade another country. He was defending his home and he was murdered, while unarmed, by invaders.
I simply can not describe the range of emotions I feel right now watching this.. Feels like there are no words that could explain the terror that Ukraine has endured.
Mamma mia!!!! The cost of making a Margherita pizza in Italy kept rising in January as the price of mozzarella and olive oil soared and power prices stayed high. + 25% from a year ago — outstripping the overall inflation rate, which slipped to 10.7%.
February 15, is the birthday of Dzhokhar Dudayev. The person who knew exactly what Russia is capable of.
Every time I watch this interview, I feel this dull pain in the middle of my chest, the sinking heart, if you will. It gets me overwhelmed with how unfair the world is.
No long range missiles, insufficient sanctions, not using Russian Central Bank assets… and what about fast tracking Ukraine’s membership?
@vonderleyen is taking a too weak proposal to Kyiv…
Hedge funds gave Discord, Stripe, SpaceX and other startups billions. A Bloomberg News analysis shows what they may be worth https://t.co/np9BEJyhWV via @bbgvisualdata