Hayden Capital 1Q21 Commentary: Sold Amazon
Hayden Capital Management commentary for the first quarter ended March 2021. Q1 2021 hedge fund letters, conferences and more Dear Partners and Friends, Hayden Capital Management PerformanceIf anything, last quarter proved that 2021 might be almost as crazy as 2020. We saw everything from a continuation of technology stocks outperforming initially, to a rotation towards “re-opening” stocks as vaccines gave investors confidence that Covid may soon be behind us, to interest rates rising and thus sparking a sell-off for long-duration assets, to the collapse of a large family office that was highl...