Global Allocation Fund commentary for the month ended June 30, 2019.
Q2 hedge fund letters, conference, scoops etc
The month of June has been especially good for equity markets, as well as for Government bonds, Corporate bonds and natural resources (in less extent for oil and in greater extent for gold and silver) To explain all this, let’s go one step at a time I will not be brief.
The economic activity figures published have been between bad and really bad, and they are starting to point at a closer and closer recession, if we aren’t...



