It’s hard to believe that November is already here. Thanksgiving and much colder temperatures (at least here in Colorado) are just around the corner! I hope all is well with you. Current Market Conditions As expected from Vailshire’s prior market forecast, the September doldrums gave way to October optimism. At the time, many hedge funds and other large institutional investors …
Dear client or friend of Vailshire Partners LP hedge fund, The third quarter of 2021 was volatile across most asset classes. After a solid performance in July and August, September ended (as expected) with a thud. Read on to see how our fund performed, as well as our outlook for the coming months! Current Market Conditions From Indecisive to Decisively …
Happy Autumn! The leaves are just starting to change color here in the Springs and the weather remains beautiful. It’s hard to find anything to complain about. I hope each of you is doing well. Current Market Conditions Inflation continues to remain frustratingly high and is even accelerating… it looks less and less “transitory” by the day. This has specific …
To Separately Managed Account Clients of Vailshire Capital Management The intense August heat is already a distant memory here in Colorado Springs. Much to their chagrin, our kids have been back in school for several weeks already… Autumn is just around the corner! I hope each of you is doing well. Current Market Conditions The Covid virus is officially endemic, …
Summer is in full swing and Colorado Springs is enjoying its wettest season since the late 1940s. We’re not used to all of the green grass and tree leaves around here, but I’ll take it! I hope each of you is enjoying some time outdoors with your family and friends. Current Market Conditions Inflation is still the primary economic story. …
Dear client of Vailshire Partners LP hedge fund, The second quarter of 2021 was a tumultuous time across several market sectors, but none more so than in Bitcoin, which was recently “kicked out” of communist China! — Read on to see how this development affected our returns. Communist China Kicks-Out Bitcoin One of the biggest criticisms among Bitcoin’s detractors has …
As Independence Day approaches here in the United States I am grateful to all of you who strive for freedom, whether in word or in deed. Current Market Conditions For the past few quarters, the return of inflation has been a key investment theme. Inflation acceleration or deceleration drives long-term Treasury rates, as well as commodity prices, including oil, copper, …
Happy Memorial Day! It is good to pause and be thankful for those soldiers who paid the ultimate price for our country’s freedom. Thanks to each of you who has served our country. Current Market Conditions Right on schedule… optimism has returned. The United States economy continues to fire on all cylinders as the post-Covid shutdown reverses and businesses have …
Happy May Day! I hope each of you is doing well. Current Market Conditions We continue to see accelerating GDP and inflation growth here in the US, and throughout much of the world as Covid-related fears and restrictions subside. Most US businesses have been reporting the results of their 1Q 2021, which have been relatively phenomenal… as we expected. The …
Dear client of Vailshire Partners LP hedge fund, 2021 is off to a great start for clients of Vailshire Partners! — Continue reading to learn more about our recent results, as well as our outlook for the remainder of 2021. Alternative Assets and Outsized Returns After an eventful, anxiety-filled, and downright depressing 2020, the new year (2021) is off to …
