We continue our Sohn Brazil Conference coverage – Earlier we posted our in-depth coverage from Luis Stuhlberger, Verde Asset Management who runs Brazil’s largest hedge fund, he is macro-oriented and gave a presentation on why he is bearish on Brazil. Next up is Bill Ackman.This was the only speech in English but o the other hand this one was hard to hear so please bear in mind as you read it and as always this post is for information purposes only.. Ackman discussed GGP/HHC, ADP, and VRX. I could be wrong, but I think this is the first time he got so into what went wrong with Valeant. Below is an excerpt followed by the full presentation.
Druckenmiller: Central banks are financial world’s ‘Darth Vader’
Druckenmiller on CNBC this morning on fed policy, inflation and all the related topics like interest rates and im sure … Read more