Hayden Capital commentary for the third quarter ended September 30, 2024.
Dear Partners and Friends,
With the US elections over, it seems like animal spirits are back in certain pockets of the market. Anticipating incoming President Trump’s “America First” policies, economically sensitive stocks, crypto, and presidential “favorites” (looking at you Tesla) have been rallying recently. I don’t know what the next four years will look like, but I’m sure it will be interesting.
We have a global portfolio, that I believe is well prepared to handle (and perhaps even benefit from) whatever direction the world heads next.
For example, it looks like we’ll finally have a crypto regulatory framework in the US, which...
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