This week we look at Volkswagen, bonds, and perhaps the dumbest thing I've read in a while. Also, what is changing between Amazon and Google.
Category: The Market
This is a light week of reading due to labor day. As I type this up my wife is making homemade apple pies in preparation for an outdoor barbeque. This week hedge fund life imitates art, restaurants take a deep a dive into sauce development, more China, and hedge funds again.
This week we look at last week’s market, bond liquidity, and big trouble in little China.
Our portfolio manager Dave Martin provides a recap of our movements in the market this week. We are watching our indicators very carefully and staying defensive.