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On today’s show we discuss:
- Looking for a bright spot (AWOCS)
- Asness on expected returns
- Druckenmiller predicts the Dow won’t be much higher in 10 years
- Credit Suisse tries to calm the market
- Credit Suisse and the CDS spread
- Some weekend reading from Cullen Roche
- Paul Krugman may be right
- UK pensions forced the Bank of Englands hand
- Nike earnings
- Tesla earnings
- Car Max earnings
- Elon Musks’ rich friends
Listen here:
Recommendations:
- The Shining
- The Greatest Beer Run Ever
- The Raid
- Don’t worry Darling
- Smile
Charts:
Tweets:
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