Wall Street

Strapped For Time

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Q1 2022 hedge fund letters, conferences and more Precious metals keep unsurprisingly going sideways, and commodities are having a good day today – the open oil positions are solidly in the black. Even copper is resilient on a daily basis, but I am not yet sounding the all clear – more economic slowdown and disinflationary currents are under way, no matter how much bringing the inflation down sounds are overhyped. Cryptos lackluster performance goes on, without much of a short-term chance of a turnaround on the horizon. As stated yesterday: (…) The big picture hasn‘t changed, and it‘s one of de…

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