Hello Sunshine

by | Aug 2, 2021 | Daily Note | 0 comments

  • Reece Witherspoon's production company is now valued at $900 million
  • Blackstone is buying $500 million and is buying up production companies
  • The valuation of Hello Sunshine (Reese's company) is insane.
  • I have some thoughts about private equity and perhaps it's in a bigger bubble than the public equity markets
  • And when it comes back to reality, it's going to be felt. 
  • Some internal indicators are really very strange and I've never seen one do what it's doing
  • I have a new short 
  • There are charts of bonds and some commodities on today's note
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