Dear Investors,
The stock market has been down since it reached a high in late December 2021. Although it’s recovered from the steepest drop, the S&P 500 is still down around 16% and the NASDAQ is down 25% over the past nine months.
Q2 2022 hedge fund letters, conferences and more
The biggest question I get from clients (and friends and family too) is when will the market recover? I think at this point it’s clear that the market’s two biggest concerns are inflation and the Federal Reserve raising interest rates too high. When these concerns appear to be resolved, the market should rebound substantially. After months of having to share the same message with you about inflation,...
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