GrizzlyRock Looks Positioned For Massive Returns In A Market Recovery [Exclusive]
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GrizzlyRock Looks Positioned For Massive Returns In A Market Recovery [Exclusive]GrizzlyRock Value Partners was down 0.47% net for the third quarter, outperforming the S&P 500's 4.88% loss and the Russell 2000's 2.19% decline. The fund's long book returned -0.47% gross for the quarter, while its short holdings returned 0.15% gross. For the first nine months of 2022, GrizzlyRock Value is down 13.55% net, which is […] Read More 15.7 Trillion New Reasons to Be Concerned About the National DebtLast Friday, September 30th 2022 was the close of the Fiscal Year for the US federal government. Read More A Primer on How to Think about the Economy"Economics is based on the concept of human action as purposeful behavior." Read More Getting Spanked – OWTWWHAT IF… It's been a while since we touched on the bond market here, but our buddy Kuppy just penned a thought-provoking piece on the topic. A short teaser: Imagine what would happen if 30-year treasuries collapsed and yielded 10%, offering a real yield of almost 2%, or potentially enough to compensate you for 30 years of […] Read More The Mania Rages On – OWTWIf the last couple of years we had a retail mania on the upside, we now appear to have a mania on the downside. Q3 2022 hedge fund letters, conferences and more Read More "We need batteries. Literally everywhere." |
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