IceCap May 2021 Commentary: Californication
IceCap Asset Management commentary for the month of May 2021, titled, “Californication.” Q1 2021 hedge fund letters, conferences and more If You Want These Kind Of Dreams, It's Californication.Dionysus was quite the party animal. The infamous Greek god would simply arrive with a kegger, and then the party started. His free flowing drinks, tricks, and stories hypnotized his friends and carried them off into a carefree world of indulgence and gratification. Years later, a California-based rock band the Red Hot Chilli Peppers also took upon the free-flowing attributes of Dionysus. The band immort...