David Rosenberg: Don’t Panic, We’re Already 85% Through The Correction

The first thing to do is tally up the damage to date and then provide some perspective. The major averages have by now all broken key support levels. That much we know. Three years of unusual calm are being mean-reverted by three weeks of unusual volatility. Ten reasons to be bullish on the global economy in…

David Rosenberg: Don’t panic, we’re already 85% through the Correction

Despite 60% Loss On Shorts, Yarra Square Up 20% In 2020

Yarra Square Investing Greenhaven Road CapitalYarra Square Partners returned 19.5% net in 2020, outperforming its benchmark, the S&P 500, which returned 18.4% throughout the year. According to a copy of the firm's fourth-quarter and full-year letter to investors, which ValueWalk has been able to review, 2020 was a year of two halves for the investment manager. Q1 2021 hedge fund Read More

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