A Spike In New Lows Around The World [Charts]

A Spike In New Lows Around The World [Charts]

A Spike In New Lows Around The World by Jennifer Thomson, Gavekal Capital

Unsurprisingly, the percent of issues making 65-day new lows is expanding across all geographies.  In the developed world, the expected concurrent decline in prices has really only materialized in Europe, however, as stocks in North America and Asia-Pacific have (so far) remained more resilient in aggregate.

65-Day New Low

Massif Capital’s Top Short Bets In The Real Asset Space [Exclisuve]

Screenshot 2022 08 10 18.57.51 1Since its founding by Will Thomson and Chip Russell in June 2016, the Massif Capital Real Asset Strategy has outperformed all of its real asset benchmarks. Since its inception, the long/short equity fund has returned 9% per annum net, compared to 6% for the Bloomberg Commodity Index, 3% for the 3 MSCI USA Infrastructure index