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.
Category: The Market
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.