- 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.
The Odey Special Situations Fund was down 0.27% for April, compared to its benchmark, the MSCI World USD Index, which was up 4.65%. For the first four months of the year, the fund is up 8.4%, while its benchmark returned 9.8%. Q1 2021 hedge fund letters, conferences and more The Odey Special Situations Fund is Read More
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