Dear Partners, October has been a month of challenges and careful recalibration for our fund. Reflecting on this period, we faced leverage concerns and overtrading issues that tested the resilience of our strategy and brought valuable lessons about liquidity, risk management, and prudence. These experiences echo the words of renowned hedge fund manager Paul Tudor Continue reading →
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Archive for November, 2024
Posted by Martin
November 16, 2024
Posted by Martin
November 15, 2024
Consumers keep spending but worry about inflation
Schizofrenia of the American society in full display. Today’s news on Yahoo Finance delivered an article that October retail sales topped estimates in October and September sales reports were revised sharply higher. So the data shows that consumers keep spending and buying (usually what they do not need) like crazy. On the other Continue reading →
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