The Breakdown

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Q1 2022 hedge fund letters, conferences and more That would mean recession, possibly more than mere two quarterly GDP prints going negative. Another obvious consequence would be for the stock market bottom timing – the longer a series of meaningful rate hikes and balance sheet shrinking the Fed is forced into, the more liquidity disappears, and I would be presenting pockets of relative strength within a declining financial universe only. Yes, not even commodities would escape unscathed – they are usually last to peak. And that‘s what we‘re seeing now – crude oil has still quite a few weeks and…

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