Inside Arbitrage Friday Wrap – May 6, 2022

  • 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.


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


Bill Gurley


Amazon Dot Com Debt


Cory Life Lessons


Death Bed Regrets

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