Understanding Archegos
Plus! Predictions are Hard, Except About the Distant Future; Defense Tech; Supply Chains are Not Trivial; Another Year Without a Summer (Of Tourism, In Some Places); Many Chip Supply Chains
In this issue:
Understanding Archegos
Predictions are Hard, Except About the Distant Future
Defense Tech
Supply Chains are Not Trivial
Another Year Without a Summer (Of Tourism, In Some Places)
Many Chip Supply Chains
Understanding Archegos
The general outlines of the Archegos story are now pretty well fleshed out: the fund had $10bn in assets, and gross exposu…
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