This doesn’t fit anywhere else but made me laugh: 2021 VS 2022. Enjoy!
(i) Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
So many opinions. Interesting guy. Related: The EU's Hamiltonian Moment. Citrone also had some very negative comments on Turkey. Also see: Talas Turkey Value Fund, LP Q2 2022 & wild graph.
(ii) Four Steps to an Applied Micro Paper
Not a bad framework for an investment write-up either.
(iii) Coppola Comment: Where has all the money gone?
Re: 3AC (not in the estate, is the answer). Also see: excellent twitter thread on Helium.
(iv) The New Yorker: The Haves and the Have-Yachts
Amazing profile of the (booming) super/mega yacht business. Also see: WSJ: Three Years Ago, Her Art Sold for $400 at the Beach. Now It Fetches Up To $1.6 Million at Auction. Big Larry Gagosian fan.