nasdaqbmbl
Is everyone an economist now? These days, everyone I speak with has a strong opinion on the economy. Most are convinced things will get worse. They think the US economy is headed off a cliff, and that inflation is here to stay. As a result, they also want nothing to do with stocks. They’re certain that the entire market is about to collapse. I see things differently… Q2 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorI don’t pretend to be an economist…You see, I’m a professional trader. Unlike many investors, I pay little attention to economic indicators like th...
ValueWalk
Baron Asset Fund commentary for the second quarter ended June 30, 2021. Q2 2021 hedge fund letters, conferences and more Dear Baron Asset Fund Shareholder: PerformanceU.S. equities moved higher during the quarter in response to various factors, including robust macroeconomic data, ongoing fiscal stimulus, strong corporate earnings, and continued reductions in COVID infection rates. The outlook for inflation remained uncertain, and was an important factor influencing investors’ shifting preferences for growth versus value stocks during the quarter. Real Estate, Information Technology (“IT”), En...
ValueWalk
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