Below you'll find a list of all posts that have been categorized as “Client Memo”
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 …
To Separately Managed Account Clients of Vailshire Capital Management: Spring has finally sprung here in Colorado Springs! I hope each of you is doing well and enjoying the Easter weekend. Current Market Conditions Not much has changed since our last monthly update, other than increasing optimism within the financial markets, as we predicted. In the United States’ and most of …
Greetings from Colorado Springs! I hope each of you is doing well. Current Market Conditions Underlying economic and inflation indicators continue to accelerate, even as many market participants remain prepared and positioned for the worst. While the S&P 500 is flat to slightly up on the year, our Vailshire portfolios continue to perform quite well. Earnings and revenues for US …
Current Market Conditions As I wrote in last month’s update, glimmers of hope are rising in the United States and around the world. As increasing numbers of people receive the vaccine, fears of COVID-19 should start to subside. As fears decrease, optimism will return in force. This transition should create an extremely positive dynamic over the coming months, resulting in …
Dear Client of Vailshire Partners LP, Despite the incessant geopolitical turmoil, 2020 was a remarkably good year for Vailshire’s hedge fund investors! — Read on to learn more about our recent results, as well as our outlook for the coming quarters. Current Market Conditions Alternative Assets and Outsized Returns For myriad reasons, 2020 was a year that will live in …
