Vltava Fund letter to investors for the second quarter ended June 30, 2020, titled, ‘The Dam Has Broken’, discussing the harmfull effects of negative interest rates. [dalio] Q2 2020 hedge fund letters, conferences and more If you are interested mainly in how our companies are getting on in the recession, you can jump straight away to the second part of this letter. I nevertheless would recommend you come back afterwards to the beginning of the letter, which is dedicated to a more general view on current goings-on in the markets. Ideological Revolution I don’t really care much for using grandiose…
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