What Makes Elon Tweet

Published on November 4, 2024

Bill Bernstein digs into a book that follows the complicated history of Elon Musk's chaotic acquisition of Twitter and its subsequent transformation into X.

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One-Way Road to Crisis

November 4, 2024
Anyone else ready for the election to be over? This uncertainty is exhausting, no matter how you want it to end. But sadly, it won’t really end. We will just transition to a different uncertainty over what will happen next. I will offer my thoughts on the election at the end of this letter, after setting the stage.

Can Paul Tudor Jones and Stanley Druckenmiller Be Wrong?

November 4, 2024
Legendary investors Paul Tudor Jones and Stan Druckenmiller are short bonds. You might want to carefully consider the data before you follow their lead.