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Global Return Asset Management: Causes of a Recession

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Jacob Wolinsky
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Global Return Asset Management letter to investors for the month of November 2019.

Q3 2019 hedge fund letters, conferences and more

recession
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Dear Friends and Partners,

Is there any better way to start your weekend than reading about what causes a recession?

If this sounds as exciting to you as it does to me, you'll want to read Part Two: Causes of a Recession, available below.

Though this section's title reveals what you can expect to read, I don't list or describe every cause of a recession. The reason being, I'm just identifying the storm's direction, not plotting its coordinates or calculating when...

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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.