Skip to content

LXV Research

Lucid X Variant

  • Home
  • About Us
  • Subscribe
  • Trade Ideas
  • Weekly Reads
  • Track Record
  • Contact
  • Log In|Log Out
  • Facebook
  • LinkedIn
  • Twitter
  • Instagram

Weekly Reads: 23 Sep, 2018

How Jim Chanos Uses Cynicism, Chutzpah — and a Secret Twitter Account — to Take on Markets (and Elon Musk) (Institutional Investor)

The Day the Economy (Almost) Died (The New Yorker)

How the biggest private equity firms became the new banks (Financial Times)

Why This VC Is Pouring Millions Into Startups Building ‘a Sci-Fi Future’ (Fortune)

The real Goldfinger: the London banker who broke the world (The Guardian)

What Does an EV/EBITD A Multiple Mean? (Blue Mountain Capital Management)

The Two Contagious Behaviors of a Great Boss (WSJ)

 

 

 

Share this:

  • Share on X (Opens in new window) X
  • Share on Facebook (Opens in new window) Facebook
  • Share on WhatsApp (Opens in new window) WhatsApp
  • Share on LinkedIn (Opens in new window) LinkedIn

Like this:

Like Loading…

Sign up for free research updates

Free Content

  • “They Are Not Our Teachers.”
  • Existential Crisis in Europe: Through the Lens of Healthcare
  • Vertex Pharmaceuticals $VRTX
  • Thoughts and Investment Ideas for 2020
  • The January Effect
  • Tribalism and Consistency in a Volatile Market
  • Three Macro Charts
  • Clustered Volatility and the “Momentum Massacre”
  • Shifts in US Capital Flows and Positioning for a Steepening Yield Curve
  • Cheap vs. Expensive | The Threat to Incumbents
  • Durability of the US Bull Market
  • Two Ideas: Advanced Emissions Solutions & A Bitcoin Proxy
  • European Growth Surprise
  • Where do we go from here? Credit vs. Duration
  • Environmental Concerns: Ideas on the Long Side
  • Investment Themes and Considerations for 2019
  • Charts and Updates
  • The Hawks Have Not Left the Building
  • US vs. Europe: A Closer Look at US Outperformance
  • Late Cycle Signals and Yield Curve Dynamics

Premium Content

  • The P/E Ratio: We don’t care / Investment Idea
  • “If you think you understand, you’re not paying attention”
  • Liquidity
  • Tech Follow-Up / Investor Predicament
  • Tech Observations / Notes on Private Debt
  • Tech Earnings Bonanza / The “Pre-Election Spending Spree” / Inflation Charts
  • Subtle Shifts in the Market
  • Complexity/Market Perspective
  • Commodities Follow Up
  • Virtue Signalling | Commodities Charts
  • When to Sell?
  • Where Opportunities Are
  • Making Markets Move
  • Inflation Revisited and China Macro Charts
  • Tactical Charts
  • Neurocrine Biosciences $NBIX
  • Inflation Expectations, Global Liquidity & Gold
  • Tactical Thoughts: Caution is Warranted
  • Charts: Energy and Global Banks
  • Home
  • About Us
  • Subscribe
  • Trade Ideas
  • Weekly Reads
  • Track Record
  • Contact
  • Log In|Log Out
  • Facebook
  • LinkedIn
  • Twitter
  • Instagram
LXV Research
%d