Fed-Induced Markets Are Buying Bubbly Tech And Selling What’s Cheap: Carlson Capital – ValueWalk Premium
20May

Fed-Induced Markets Are Buying Bubbly Tech And Selling What’s Cheap: Carlson Capital

Carlson Capital's Black Diamond Thematic fund was up 0.63% net for the first quarter. The fund continues to see tech as expensive and the Fed overly friendly.

Q1 hedge fund letters, conference, scoops etc

Buy more tech?
In his letter to investors dated March, which was reviewed by ValueWalk, Portfolio Manager Richard Maraviglia said the Federal Reserve is about as dovish as it can get in its commentary. Based on the market's movements during Q1, he feels as if "a friendly Fed really only means 'buy more technology' and sell anything that is cheap."

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Author

Michelle Jones was a television news producer for eight years. She produced the morning news programs for the NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spent a short time at the CBS affiliate in Huntsville. She has experience as a writer and public relations expert for a wide variety of businesses.

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