Stay tuned for more from Grant’s 2018 Interest Rate Observer which took place on October 9th 2018 in NYC All content will be posted at this link and in our Q3 letters archive so stay tuned.
Q3 hedge fund letters, conference, scoops etc
Below are the rough notes from Jason Trennet.
See Stan Druckenmiller on his macro outlook
See Francine McKenna on accounting games played by MoviePass, Tesla, Valeant, GE, and … Berkshire Hathaway
See Moffett Nathanson Pitches Short $T Debt
See Jason Trennert – Strategas
Please note the notes are not verbatim and our robots have not reached singularity yet therefore our notes almost certainly contain some mistakes also this presentation is brief at only a few...

