Crescat Capital commentary for the month ended May 31, 2018.
Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid?
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
Even as the S&P 500 drifted higher, global financial markets showed major cracks in May. In the face of continued Fed tightening and a strong dollar, various emerging market currencies melted down. Also, the formation of a new populist government in Italy sent Italian bonds into a tailspin potentially reigniting the European sovereign debt crisis. In Crescat’s Global Macro Fund, we profited from promptly shorting Italian bonds and equities last mon