Farnam Street Investments commentary for the month of July 2022, briefly discussing their investment game plan.
Q2 2022 hedge fund letters, conferences and more
Investment sentiment shifted dramatically during the first half of 2022. The S&P 500 is off to its worst start since 1970. It’s not just equities. U.S. government bonds are tracking toward their worst year since 1865. Yes, back when the United States was still using Greenbacks to finance the Civil War. Today’s ubiquitous Federal Reserve Notes were a five-decades-hence twinkle in a central banker’s eye. This year is shaping up as one for the record books.
The ever-popular “60-40” stock-bond portfolio1 has been shellacked by rising interest rates, rampaging inflation, and fears of recession. In...
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