Enjoy! And Ha.
(i) Neckar: The Tiger That Was a Wolf: Lessons From Julian Robertson
“He was a charmer in a southern way, a networker in a New York way”
(ii) Brad Setser on Zambia Debt Restructuring
Obviously doesn’t touch on yield but interesting particularly wrt payment capacity. Also see: M&G: Himalaya-high spreads: which emerging market sovereigns can acclimatise?
(iii) Distressed Debt Investing: Takeaway Tuesday #2 9/6/2022
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AI means the cost of content creation will go to zero. What are the implication?
(v) On Being Rich-ish: Lessons I learned becoming suddenly middle-class
Also see: Your Career Is Just One-Eighth of Your Life (Derek Thompson).
(vi) The Despotism of Isaias Afewerki
“Eritrea’s dictator makes his move on Tigray”