Anyone read the Seth Klarman letter?
There are NYT and Dealbreaker articles about it making noise at Davos, but no one else seems to be talking about it. If you’ve read it, were there any decent insights you walked away with?
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If something is ignored by Davos, it is likely to become reality. Hedging heavily this year.
I read articles about it
New York Times is a great write up. Anyone have the actual letter itself? Can't seem to find it anywhere. Reddit had a few links but they appear to be broken.
I've read it (on Reddit). There's really nothing that interesting in it IMO. Very high level. I don't think his take on the economy or political climate is unique or very noteworthy.
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