Crescat Capital 1Q19 Letter: Dismantling The Bull Case: “Central Banks Do Not Have Your Back”
April 23, 2019 at 08:00 AM EDT
By Jacob Wolinsky, ValueWalk Crescat Capital letter to investors for the first quarter ended March 31, 2019, titled, “Dismantling The Bull Case.” Dear Investors: The year-to-date rally in global risk assets after the Fed flip appears to us to be a last gasp of speculative mania for the current...
