Bill Ackman

A must watch two minutes on DEI from a former DEI staff member.

This is an incredible speech and a must listen. @NYCMayor is a great man. I have gotten to know him over the past year. He is the real deal. NYC is lucky to have him.

A Palestinian official speaks to the EU about Palestine, Israel and the Middle East. Valuable context for the current situation. A must watch.

As usual, @matt_levine gets it right. A must read if you care about banks.

There is a karmic quality to this short report that reinforces the notion of a circle of life and death. As such, it is a must read.

Let’s not be so quick to destroy capitalism. I met @awilkinson a few years ago over lunch and have watched his incredible journey as a partner and small shareholder. And he is just getting started. Worth a read.

An incredible podcast on the dangers of AI and the risk to us all. In a sane world, we would slow development until we could be assured that AI is aligned with humankind. Sadly we can’t trust what our enemies will do with AI if they get there first.

This is great journalism and must be read.

This is a very thoughtful piece and I agree. We have a large notional short position against the Hong Kong dollar through the ownership of put options. The peg no longer makes sense for Hong Kong and it is only a matter of time before it breaks.

This is incredible investigative work. Worth a read.

An important read

A very important read. I strongly encourage you to read this detailed interview with a Putin expert. Frightening.