Burry-ing the Numbers?
Quentin Toulemonde This week, attention turned once again to Michael Burry, who announced that he is closing his investment fund, Scion Capital. Burry became a prominent figure nearly two decades ago after…
November 2025
Rated, Not Verified
This week, an article in the Financial Times drew my attention for its critical perspective on the potentially problematic role of credit rating agencies in assessing private credit risk. The…
The 1’000 billion dollar man?
The past week has seen a flurry of commentary across the financial press – and far beyond – on Tesla’s newly approved long-term performance award for its chief executive, Elon…
Survival of the Fittest
This past weekend, a concise yet remarkably insightful interview with Per Franzén, CEO of Swedish investment firm EQT, published by the Financial Times, captured my attention. Franzén warned that a…