
Revenge of the Hedge Funds
What Goes Up
The Takeaway From the Past Six Months
Looking back at the past six months of the year, obviously a lot has happened that many people weren't expecting to happen. We had prucious invasion of ukraine. We had persistently, persistently, persistsently hag inflation, et cetera, etc. So i guess the takeaway is, ah, don't apply the same play book. And, you know, don't make a blanket assumption, but just be more nimble in your portfolios.
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