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- 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