Acacia Capital Partners' Peter Kinney declared in his first-quarter letter to investors that he is still concerned about the state of the global economy and the "yet unknown consequences" of the pandemic. Q1 2021 hedge fund letters, conferences and more However, despite this cautious mindset, the managing partner and his team are still finding attractive Read More
David Einhorn is Chairman of Cayman Islands-based reinsurer, Greenlight RE. The company announced earnings today and Einhorn spoke on the conference call.
He noted he was bullish on stocks but:
“This enthusiasm is tempered by our continued concern about the structural sovereign-debt problems in Europe and Japan, a slowing Chinese economy, and high oil prices and general inflation connected to the Fed’s continued insistence on maintaining an emergency zero percent interest-rate policy, which we believe is no longer useful or effective.”
The full interview can be listened to at the link below: