Wry & Dry #16. Greta of Arc. Twitter is not Tesla. Mid-term.
The “election steal” cry will re-emerge from the rabbit hole of internet conspiracy theories. The candidates who campaigned on a platform of ‘electoral integrity’ will, if they lose, ape the Trumpster’s mantra. And bleat “we wuz robbed.”
Out of the oven
Patience is a resource that is becoming relatively scarce in capital markets. We recently received good news about a long-standing position in this portfolio: HoldCo.