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Up 17% YTD On Bearish China Bet, Crescat Global Macro Predicts The Pain Will Spread To The S&P 500

From Crescat Capital’s latest update to investors China equity and yuan shorts worked well for Crescat’s hedge funds in July although US equity shorts and the gold longs held back the performance. We expect US equity shorts and gold longs to be changing soon in our favor. The S&P 500 is re-testing its January 26 […] дальше »

2018-8-6 23:51


Ray Dalio: There’s One Thing Every Portfolio Should Have – Gold

Ray Dalio discusses his assertion that most portfolios should have gold allocated at 5-10%, if for no other reason than it’s a great diversifying asset.   Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? Ray Dalio: There’s One Thing Every Portfolio Should Have Transcript You recommend that […] дальше »

2018-6-13 09:20


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