David Neuhauser: Say Goodbye To Market Fundamentals
Livermore Partners’ David Neuhauser interview with CNBC, discussing the markets being held up by speculations, not fundamentals. Q3 2020 hedge fund letters, conferences and more To Partners and Friends: It's been a quite a year so looking forward to turning the page. Hopefully, the New Year brings with it much joy and a new beginning. Regarding equities, and ever since the March lows, we have witnessed a strong and powerful rally that continues to make new highs almost daily. A full "risk on" liquidity driven market which now seems destine to create an asset bubble similar to past bubbles (Int...