cveaex
David Neuhauser of hedge fund Livermore Partners discusses the fund’s performance for the first quarter of 2022. 2022 has started off shaky with massive headwinds. We have war in Europe with a major superpower and shortages in many key supplies (ag, oil, materials) required for even basic needs. This is shaping up to be one of the most difficult periods in the world today and yet capital markets were acting fairly calm. Until now.. Q1 2022 hedge fund letters, conferences and more Much had to do with the perceived earnings power of corporate America and the strength of the consumer. Coming off ...
ValueWalk
Livermore Strategic Opportunities Fund update for the month of April 2021, and their letter to AEX Gold (CVE:AEX). Q1 2021 hedge fund letters, conferences and more To Partners, Markets continue to trade in the clouds as we began earnings season. Although we have begun to notice a shift in tone from many companies. One in which costs are starting to take a bite out of margins and thus profitability. Additionally, President Biden has now floated the idea of paying for his massive trillion-dollar stimulus with an increased capital gains tax targeting the wealthy. So, with that, and much of the ea...
ValueWalk
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