Global Allocation Volatility Update: Gains From Bearish Bets As Covid 19 Causes Market CollapseJacob Wolinsky
Global Allocation Fund commentary for the month of March 2020.
As many of you know, our GA fund was waiting for a crisis to materialize in 2020. As we always say and repeat, to make it really a crisis, it would materialize mainly in the credit and financing markets, although also in the stock markets.
We have long believed that the level . . .
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