Who even remembers the S&P 500 declined 20.2% in Q4 2018? As of last Friday, that is the same amount the S&P 500 has declined in the last month
Jacob Wolinsky
Published on
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Global Return Asset Management letter to investors "Update on our perspectives"
Below are five important points I want to share and that I think will help with the current perspectives. And if you read nothing else, read the last section About this moment in history.
First, over the last three years people have been asking, “When is...
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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.
