Global Return Asset Management's commentary for the month of March 2023, discussing banks having significant systemic risk on their balance sheets.
Dear Friends and Partners,
You will recall when we spoke in January that I flagged banks as having significant systemic risk on their balance sheets and that this was my biggest concern for 2023.
The sudden . . .
SORRY!
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Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com
FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold
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