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Edward Chancellor On John Law The Father Of QE- Grant’s 2018 Interest Rate Observer

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Jacob Wolinsky
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Stay tuned for more from Grant’s 2018 Interest Rate Observer which took place on October 9th 2018 in NYC All content will be posted at this link and in our Q3 letters archive so stay tuned.

Q3 hedge fund letters, conference, scoops etc

Below are the rough notes from Jason Trennet.

See Stan Druckenmiller on his macro outlook

See Francine McKenna on accounting games played by MoviePass, Tesla, Valeant, GE, and … Berkshire Hathaway

See Moffett Nathanson Pitches Short $T Debt

See Jason Trennert – Strategas

Please note the notes are not verbatim and our robots have not reached singularity yet therefore our notes almost certainly contain some mistakes also this presentation is brief at only a few...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.