EP 19 - When The Rats Jump Ship
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EP 19 - When The Rats Jump Ship
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Ed revisits themes from previous episodes (and books) that include energy security challenges warned of in Meredith Angwin's "Shorting the Grid", comments from Stanely Druckenmiller on interest rates and inflation, and questionable business operations in commodity trading that speak to Javier Blass' "The World For Sale."
The episode goes on to cover developments in US housing markets, European industrial production (stagflation), a fraud warning from the SEC, and expensive diesel futures in the US that could be a harbinger of shortages.
At the end of the episode Ed visits an interesting new short idea taken from an anonymous prior fund manager.
layoffs.fyi
https://www.cnbc.com/2022/11/03/stripe-plans-to-lay-off-14percent-of-workers.html
https://www.wsj.com/articles/sec-accountant-warns-of-heightened-fraud-risk-amid-recession-fears-market-selloff-11667427464
https://www.prnewswire.com/news-releases/adp-national-employment-report-private-sector-employment-increased-by-239-000-jobs-in-october-annual-pay-was-up-7-7-301666097.html#:~:text=2%2C%202022%20%2FPRNewswire%2F%20%2D%2D,(%22Stanford%20Lab%22).
https://www.ft.com/content/ebcea340-6773-401b-85bd-2cd37bb09fb9