JA
@AitkenAdvisors
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Aitken Advisors LLP is authorised & regulated by The FCA (UK).
London, England
Joined March 2013
@Brad_Setser Alas, it could be more of a SGF than a SWF. And donât you need a trade surplus or at least be close to one to fund & sustain a SWF? Dunno.
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This was excellent.
1/ The latest premium edition of The Grant Williams Podcast with my special guest Demetri Kofinas (@kofinas ) is now available to all subscribers at
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..and eventually, nobody - well, nearly nobody - was left. Which is why the dispersion trade has (theoretically) just had one of its best weeks in ~25 years: Last 5 trading days realised vol of SPX ~15% Last 5 trading days realised vol of avg SPX constituent ~45%
Buffettâs âThree Iâsâ apply to the dispersion trade, too. The innovators & imitators left the building months ago.
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Sir John Templetonâs introduction to Alasdair Nairnâs book. No matter what anybody tells you, keep it in mind. At all times.
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Sir John Templetonâs introduction to Alasdair Nairnâs book. No matter what anybody tells you, keep it in mind. At all times.
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..late cycle, or early cycle..
Blackstone President Jon Gray: "Office has bottomed, particularly in stronger markets and better-quality buildings...We would be willing to buy properties out there" $BX
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Q: âWhat have your clients been doing amidst this turmoil?â A: âSome years ago, a few of them were close to investing in Liangâs fund. Itâs legit, heâs legit. That aside, clients are remaining calm, & in control. No hasty decisions. No rush to judgement. A portfolio tweak, here & there, if required. Most of all, reading, studying, evaluating, revisingâ When people are running, it often pays to walk.
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Them, 2018-2024: âMany stranded assets will become unviable because of their incompatibility with carbon-neutral activitiesâ Me, 2022-2024: âHave you considered that in time, most of your ESG & green assets could turn out to be the stranded ones?â đ«Žđčâ
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