10/10 ad placementpic.twitter.com/L2EHnWtcZ2
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Re:LekOil This is a great ending to the post. You’re absolutely right that they will never trust anyone again. And that will be a huge problem for them going further to get anything financedpic.twitter.com/u9w8WAHGmy
I really think @matt_levine is the @CKlosterman of financial news/commentary
Love the newsletter - re Fink what do you say about the ominous "sooner rather than later there is going to be an enormous reallocation of capital" ie Al Gore's sub prime carbon bubble is going to burst. Shouldn't we be "all hands to the liferafts" or something??
Strongly worded letters^$7bln
The accuracy with which your aside about wide eyed programmers being stunned by bond pricing conventions described my experience is incredible
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