What I read today October 29, 2020
The UK’s running a trade surplus believe it or not. That’s not necessarily a good thing though as its been driven by a sharp decline in imports as consumption tanks.
Covenant light documentation on loans has been a trend we’ve talked about before. There’s some arguments that it actually made things better during the crisis where companies had could react quicker and more flexibly to the COVID drop.
A pretty cool big deck on the outlook for technology and media.
A profile on a crypto fund that managed to raise from some big endowments, and put it all into crypto after the 2017 bust.
An interview with Take-Two CEO Strauss Zelnick.
Blue states/ Red states and how their economies are doing under COVID.
A primer on the ideas behind a new approach towards anti-monopoly enforcement ($).
The travails of being a small business seller on Amazon ($).
Mass evictions could be coming in the US with millions of renters behind on payments ($).