Logica Captial Advisers July 2019 Letter: Macro Micro

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Jacob Wolinsky
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Logica Captial Advisers letter for the month of July 2019, titled, “Macro Micro.” Q2 hedge fund letters, conference, scoops etc “Sometimes probabilities are very close to certainties, but they’re never really certainties.” -Murray Gell-Mann, Nobel Physicist These are my thoughts on relevant investment topics. In our ongoing research of our own dilemmas, we recognize that the same issues are likely at the heart of struggles that we all face. With equal measure of frustration and excitement, we hope to contribute to the marketplace of ideas and discussion. And with the goal of interaction and feedback, please reach out with responses or topics of…

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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.