nasdaqavnw
Stanphyl Capital’s commentary for the month ended June 30, 2021. Q1 2021 hedge fund letters, conferences and more Friends and Fellow Investors: ...........Regarding gold, despite a rapidly increasing rate of inflation as evidenced yet again this month in CPI, PPI and even the Fed’s nonsensical PCE core, the market (for now) seems to believe the clueless Fed’s statements that it’s “transitory.” Those of you who read these letters regularly know that I’ve been adamantly in the NON-transitory camp, partially predicated on the Biden administration jamming through continual massive deficit spending...
ValueWalk
Stanphyl Capital’s commentary for the month ended May 31, 2021. Q1 2021 hedge fund letters, conferences and more Friends and Fellow Investors: For May 2021 the fund was up approximately 17.8% net of all fees and expenses. By way of comparison, the S&P 500 was up 0.7% while the Russell 2000 was up 0.2%. Year-to-date the fund is up 40.9% net while the S&P 500 is up 12.6% and the Russell 2000 is up 15.3%. ............. Stanphyl's Portfolio PerformanceIn May our small-cap equity longs were up nicely along with our long gold position (via GLD), as were our large short positions (i.e., the prices we...
ValueWalk
In hisDaily Market Notes report to investors, while commenting on the pick and axe stocks, Louis Navellier wrote: Q1 2021 hedge fund letters, conferences and more The Pick And Axe StocksDuring the California Gold Rush in the 1850s, for instance, the folks that sold picks, shovels, and jeans to aspiring miners made more money than the vast majority of gold miners trying to get rich in mining. Here modern 'pick and axe' stocks: Cryptocurrencies: PayPal (NASDAQ:PYPL). Cannabis: GrowGeneration (NASDAQ:GRWG). Artificial Intelligence: NVIDIA (NASDAQ:NVDA). 5G:Aviat Networks(NASDAQ:AVNW), Clearfield ...
ValueWalk
Stanphyl Capital’s commentary for the month of March 2021, discussing selling their long position in NASDAQ:EVOL long position. Q4 2020 hedge fund letters, conferences and more Friends and Fellow Investors: For March 2021 the fund was up approximately 5.1% net of all fees and expenses. By way of comparison, the S&P 500 was up 4.4% while the Russell 2000 was up 1.0%. Year-to-date 2021 the fund is up 19.5% net while the S&P 500 is up 6.2% and the Russell 2000 is up 12.7%. EVOL Long Position SoldWe had a decent March because our shorts went down a bit (although they were down a hell of a lot more...
ValueWalk
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