Adam Tooze

by liberal japonicus I’ve mentioned my frustration with Klein a few times, but I was grateful to hear his talk with Adam Tooze. I think the title is rather misleading which continues to hang on to the idea that the US is central, because most of the podcast is about China. Here is the transcript … Read more

Pop!

No weasel, but maybe a bubble. Nvidia posts earnings tomorrow. https://investor.nvidia.com/events-and-presentations/events-and-presentations/default.aspxPeter Thiel’s hedge fund, Thiel Marco, revealed in its regulatory filing late last week that they had sold off all of their Nvidia holdings during the third quarter. As did SoftBank. The “Big Short” guy shorted Nvidia to the tune of $186M in the third … Read more