Farnam Street Investments commentary for the month of July 2022, briefly discussing their investment game plan. Q2 2022 hedge fund letters, conferences and more Investment sentiment shifted dramatically during the first half of 2022. The S&P 500 is off to its worst start since 1970. It’s not just equities. U.S. government bonds are tracking toward their worst year since 1865. Yes, back when the United States was still using Greenbacks to finance the Civil War. Today’s ubiquitous Federal Reserve Notes were a five-decades-hence twinkle in a central banker’s eye. This year is shaping up as one for the record books….
Farnam Street Investments July 2022 Commentary: Boy, That Escalated Quickly…
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.