YWR: Your Weekend Reading

YWR: Your Weekend Reading

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YWR: Your Weekend Reading
YWR: Your Weekend Reading
YWR: The Colonial Bank Short
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YWR: The Colonial Bank Short

Erik's avatar
Erik
Oct 23, 2021
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YWR: Your Weekend Reading
YWR: Your Weekend Reading
YWR: The Colonial Bank Short
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Disclosure: These are personal views, not investment recommendations

Maybe this goes in the Boy Who Cried Wolf file, but I’m getting a tingle the current market set-up resembles the Colonial Bank short, but in reverse. Let me explain.

Back in 2007 I was at a global hedge fund in San Francisco. It was the best of times. Our PM was brilliant and we were …

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