We Have "Absolutely Not" Seen The Last Bank Implosions: Mark Spiegel
We Have "Absolutely Not" Seen The Last Bank Implosions: Mark Spiegel
Friend of Fringe Finance Mark B. Spiegel of Stanphyl Capital released his most recent investor letter on March 31, 2023, with his updated take on the market’s valuation and Tesla.
Friend of Fringe Finance Mark B. Spiegel of Stanphyl Capital released his most recent investor letter on March 31, 2023, with his updated take on the market’s valuation and Tesla.
Mark is a recurring guest on my podcast and definitely one of Wall Street’s iconoclasts. I read every letter he publishes and only recently thought it would be a great idea to share them with my readers.
Like many of my friends/guests, he’s the type of voice that gets little coverage in the mainstream media, which, in my opinion, makes him someone worth listening to twice as closely.
Mark was kind enough to allow me to share his thoughts from his March 2023 investor letter (edited slightly for length and grammar by QTR). This letter also contains positions his fund has on, both long and short.
Mark On Markets