Links for further weekend reading : What is Elliott up to at the DNA funds plus the new, new monetary policy takes shape
Also, alas, I can’t resist some new takes on Russia and China. In particular the new chip war is a big deal while the Chinese battery scramble intensifies. Plus, maybe, just maybe, some hope in Russia
Oddly ignored events at the DNA aircraft funds
Elliott IM has a track record for buying into special situations and ‘shaking things up’, which is I would argue something of a euphemism. So when it appears on the share register it is always worth asking - what are they up to?
So, let’s ask that question of the aircraft leasing funds, specifically DNA 2 -…
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