Today’s jobs report showed a loss of US jobs. This is but hurricane induced a blipa All the underlying data continues to support a growing economy and thus equity markets.
[REITs]
- Q3 2017 Hedge fund letters, conferences, interviews, features etc
- Hailed by many the “Next Warren Buffett”, some are calling a bluff
- Baupost Letter Points To Concern Over Risk Parity, Systematic Strategies During Crisis
- Public Pension Situation Is As Bad As You Think: Moody’s
“Davidson” submits:
Bonhoeffer Fund's performance update for the month ended July 31, 2022. Q2 2022 hedge fund letters, conferences and more The Bonhoeffer Fund returned 3.5% net of fees in July, for a year-to-date return of -15.8%. Bonhoeffer Fund, LP, is a value-oriented private investment partnership for . . . SORRY! This content is exclusively for Read More
The Household Survey Employment report rose by 906,000 and Light Weight Vehicle sales spiked to a Seasonally Adjusted Annual Rate of 18.57mil. While there is some distortion due to the impact of recent hurricane damage which will be likely moderated in future reports, the long-term economic trends beginning in 2009 should be viewed as intact. I prefer to use the Household Survey as it is the best method to capture the level of those who are self-em