Hedge funds cash in on the ‘great reflation trade’20210304153300
Hedge funds cash in on the ‘great reflation trade’
DBi’s Andrew Beer explains how hedge funds have been warning that inflation could come in “hotter” than expectations.See Laurence Fletcher's article here:Hedge funds cash in on the ‘great reflation trade’High-profile managers profit from this year’s tumble in global bond prices...
With Inflation on the Horizon, How Can Retail Investors Protect Themselves?20210223092038
With Inflation on the Horizon, How Can Retail Investors Protect Themselves?
Managed Futures Strategies Might Hold the KeyPhoto by Alexander Schimmeck on UnsplashLegendary macro investor Stan Druckenmiller recently laid out a scenario where 4-5% inflation in the near term is possible or maybe even probable.[1] Fiscal stimulus, the “biggest increase in pent up demand gl...