Finance & Markets

Bridgewater Associates estimates the COVID-19 hit to US corporations to be around $ 4 Trillion. Without a doubt, the coming months will be challenging for businesses of any kind.

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I enjoy reading the memos Howard Marks puts out. His writing puts the current environment in perspective and outlines actionable ideas.

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Changing your investment strategies always inherits timing risk. CalPERS unraveled their tail hedging strategy just before the market crashed and missed out on a huge pay-poff.

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Technology

Ben Thompson wrote a fantastic piece on the power big tech companies have about user data, their marginal cost advantages and the role of alternative news providers like twitter during the current crises.

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Another fascinating article wrote by Ben Evans about the recent growth of different forms of digital communication.

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