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Ashva Capital 1Q19 Letter: Is The Inverted Yield Curve Signaling Recession?

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Jacob Wolinsky
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Ashva Capital Management letter to investors for the first quarter ended March 31, 2019, titled. "Is The Inverted Yield Curve Signaling Recession?"

Q1 hedge fund letters, conference, scoops etc

Recession
geralt / Pixabay

Dear Limited Partner

Pointillism is a type of painting in which an artist uses small dots of color to form larger patterns and shapes. If you were to stand very close to the canvas you would only see small strokes and patterns of color. However, only by stepping away from the painting do you get an idea of the subject matter of the painting. Vincent van Gogh’s Self Portrait is probably...

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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 worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid