- The stock market leads inflation in big movements
- May support theories about expected inflation rather than actual inflation has the main impact
- “In the short run, the market is a voting machine but in the long run, it is a weighing machine.” – Benjamin Graham
Check out our H2 hedge fund letters here.
Hayden Capital's performance update for the second quarter ended June 30, 2022. Q2 2021 hedge fund letters, conferences and more Dear Partners and Friends, The markets continued to sell-off in the second quarter, especially for internet-based businesses. This year continues to be the toughest stretch for us, since the Hayden’s inception. Inflation concerns and the Read More
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