Crescat November Research Letter: A Vicious Debt Spiral
Crescat Capital 3Q20 Commentary: Global Synchronized Debasement
Crescat Capital commentary for the third quarter ended September 2020, in which they discuss buying undervalued gold and silver mining companies.Q3 2020 hedge fund letters, conferences and moreDear Investors:History does not exactly repeat, but it often rhymes. The art and science of macro investing is comparing past business cycles with the present across a mosaic of different indicators and time frames to determine the most probable path forward for markets. Throughout time, financial markets and the economy have been intimately linked to cycles of expansion and contraction of money and cred...