Investment Ideas: All hail the chicken as the great innovation, Ackman buys into Google, and a brilliant tour de force analysis of our housing mess
Further reading for the bank holiday weekend. It’ll take a long time for nickel supplies to ramp up, the BRICs are about to surpass the G7, and Japanese share buybacks accelerating
Programming note: Next week (w/c 29th May) I’ll be putting out only a short Monday macro, and a Friday links with no investment ideas. Then the week after (w/c June 5th) there will be no letters as I will be in sunny Croatia, exploring the sights of Split.
Worth noting: Pershing Square Buys Alphabet Shares
In case you …
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