Readings/content links include an interview with Andrew Clifford on Platinum’s macro outlook, Packer & Co’s December 2021 report, Jonathan Ruffer’s letter, Theo Vermaelen on the ESG buyback and Russell Clark on why short selling has become so hard and why it might become better again.
- Platinum Asset Management: Catch-22 for Policymakers in 2022?
- Packer & Co: December 2021 report.
- Jonathan Ruffer: Q4 2021 investment review.
- Theo Vermaelen: A sign of the times – the ESG buyback.
- Russell Clark: Why is short selling so hard?