I just talked with one of the most successful hedge fund managers in the country (in terms of returns over the last four years). He will not allow me to use his name. But I can tell you he is a raging bull.
Q4 2020 hedge fund letters, conferences and more
He believes the stimulus that we already had plus what we will get—coupled with a major infrastructure bill, plus extraordinarily easy monetary policy, combined with significant new technology innovations—adds up to a new bull market.
This is someone with 5X returns over the last four years with a very diverse portfolio. So it could pay to pay attention.
But let’s talk...
