Investor DNA Weekend 5/9/20
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You are about more than investment ideas
Most read articles this week
The 90% Economy That Lockdowns Will Leave Behind
It will not just be smaller, it will feel strange
“Biblical” Wave Of Bankruptcies Is About To Flood The US
One of the silver linings of the coronacrisis to date is that despite the unprecedented collapse in the broader economy and the 30 or so million unemployed, the pace of bankruptcy filings has been relatively steady compared to the pre-covid levels.
Sam Zell: Fallout From Coronavirus Will Be “Worse Than The Great Depression”
Billionaire real-estate investor Sam Zell just became the latest bold-faced name to suggest that maybe — just maybe — the “V-shaped” rebound that investors seem to be anticipating probably isn’t going to pass.
CalPERS CIO Called Out By Ex-Head of Tail-Risk Program
The former employee, now with tail-risk manager Universa, has issued a scathing rebuttal to Ben Meng’s recent defense.
Private Equity Managers Dramatically Reverse Return Predictions
Over the next two years, the outlook isn’t good.
