Очень интересное интервью, чтобы послушать за длинным субботним завтраком
Стивен Дженнингс - основатель Ренессанс Капитала, одной из самых влиятельных инвестиционных фирм на российском, и позднее, в целом, развивающихся рынках. Ссылка на самый интересный момент про принятие решений. Do enjoy!
Очень интересное интервью, чтобы послушать за длинным субботним завтраком
Стивен Дженнингс - основатель Ренессанс Капитала, одной из самых влиятельных инвестиционных фирм на российском, и позднее, в целом, развивающихся рынках. Ссылка на самый интересный момент про принятие решений. Do enjoy!
Markets continued to grapple with the economic and corporate earnings implications relating to the Russia-Ukraine conflict. “We have a ton of uncertainty right now,” said Stephanie Link, chief investment strategist and portfolio manager at Hightower Advisors. “We’re dealing with a war, we’re dealing with inflation. We don’t know what it means to earnings.” NEWS Since its launch in 2013, Telegram has grown from a simple messaging app to a broadcast network. Its user base isn’t as vast as WhatsApp’s, and its broadcast platform is a fraction the size of Twitter, but it’s nonetheless showing its use. While Telegram has been embroiled in controversy for much of its life, it has become a vital source of communication during the invasion of Ukraine. But, if all of this is new to you, let us explain, dear friends, what on Earth a Telegram is meant to be, and why you should, or should not, need to care. Pavel Durov, a billionaire who embraces an all-black wardrobe and is often compared to the character Neo from "the Matrix," funds Telegram through his personal wealth and debt financing. And despite being one of the world's most popular tech companies, Telegram reportedly has only about 30 employees who defer to Durov for most major decisions about the platform. That hurt tech stocks. For the past few weeks, the 10-year yield has traded between 1.72% and 2%, as traders moved into the bond for safety when Russia headlines were ugly—and out of it when headlines improved. Now, the yield is touching its pandemic-era high. If the yield breaks above that level, that could signal that it’s on a sustainable path higher. Higher long-dated bond yields make future profits less valuable—and many tech companies are valued on the basis of profits forecast for many years in the future.
from tw
