Inside Arbitrage Friday Wrap – May 6, 2022

The biggest story this week was the Fed’s interest rate hike by 50 basis points and the ensuing fallout. The resulting rout reminded many market participants of the bear market that followed the bursting of the dot com bubble. There appears to be some talk about capitulation but it feels like we may have a ways to go before we bottom.

Investing

AP Unemployment Rate

WSJ Fed Rate Hike

Paul Tudor Jones CNBC

Not Capitulation Yet

 

Baupost Dot Com

 

Baupost Dot Com 2

Natural Gas Producers

Berkshire Oil Bet

Berkshire Interest Rates

 

Zillow CEO Comments

UBER and Lyft

RILY Insider Buying

Entrepreneurship

Bill Gurley

 

Amazon Dot Com Debt

Life/Health

Cory Life Lessons

 

Death Bed Regrets

Voluntary Disclosure: I hold long positions in Berkshire Hathaway (BRK.B), Zillow (Z) and Twilio (TWLO).

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