What a wild few weeks. Enjoy!
(i) FTX Trading Ltd., et al. First Day Declaration
Written with such gusto! Milky Eggs: What happened at Alameda Research— Some things are factually wrong in here but overall an account that makes sense. The drug stuff is over played. This is additive. And: I want to print this one out and stick it on my wall: Tyler Cowen: How to process the FTX news — a test.
(ii) Graham & Dodd Annual Breakfast 2022
So many valuable nuggets in here from Todd Combs.
(iii) Scuttleblurb - Old Dominion: Best in Class Trucking
The great Dave Kim on ODFL. Love it.
(iv) Red Deer: Resources
Pretty good credit-focused list of stuff. Related: ‘Make-Whole’ Payments Face Potential Game-Changer in Bankruptcy.
(v) The Path Ahead In Turkey’s Upcoming Electoral Campaign
Pretty good summary. Except maybe leaving out Mansur Yavaş…