It was a big week for spending. The consumer bought huge amounts of holiday gifts. (For my fellow Michiganders, the consumer did get much on sale because they require big savings.) The government bought a big positive revised GDP print. And Sheldon Adelson’s widow, Miriam, bought most of a basketball team.
Hi All,
I've just arrived in Cebu, Philippines, and there's a lot happening in our portfolio names. Here's a quick update on all you need to know on Sunday night (NY time).
This piece was originally posted on November 16th, 2023.
Today there were two pieces of excellent work out on Las Vegas Sands (NYSE: LVS) worth highlighting.