October 15, 2022

Our global macro hedge fund is in positive territory year to date (+16.06%), in stark contrast with global equities (-26.40%) and bonds (-16.25%). The investment community’s venerable “60/40 Portfolio” continues to present as the 2022 Ironman Race “DNF” competitor. Commodities remain the winning play for 2022 – and no, Putin is not solely responsible for this... [read more]