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Abnormal Returns
FEBRUARY 25, 2024
Strategy Every investing fad eventually ends. Rather, I’d say his greatest trade was selling “cigar butt” investing and buying the investing philosophy championed by his right-hand man." worksinprogress.co) Economics The Fed’s Reverse Repo Program is going in reverse. tker.co) A link to the 2023 Berkshire Hathaway ($BRK.A)
The Big Picture
JULY 31, 2023
The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.
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