I am an investor. In my free time, I read sovereign bond contracts. Hmm.
Jan 7, 2024 • 60 tweets • 20 min read
A few years back I started a journey to learn more about biopharma and drug discovery. Here is a list of the books I have found helpful (loosely grouped by topic) with the outstanding books highlighted by (+++). Feel free to add your own recommendations, I'll keep adding mine.
(+++) The Breakthrough – Immunotherapy and the Race to Cure Cancer by Charles Graeber @TheGoodNurseBK -> Excellent popular science book on the history of immunotherapy, a must-read!
May 7, 2020 • 23 tweets • 8 min read
The Argentina deadline nears: Until tomorrow, a deal has to be reached between the country and its creditors. At least based on the current terms, an agreement seems highly unlikely. Let's take a look at what is at issue and how the problems could be resolved. (1/n)
Broadly speaking, there are currently two versions of Argentinas foreign-law sovereign bonds outstanding. Those based on the 2005 indenture ('Kirchner bonds') and those issued under the 2016 indenture ('Macri bonds'). (2/n)