Not Everything In Politics Affects The Stock Market

Ben Strubel’s letter to investors for the month of September 2020, discussing that not everything in politics affects the stock market.Q2 2020 hedge fund letters, conferences and moreDear Investors,Three Factors Driving The Market RecoveryThe stock market has generally recovered its COVID-related losses. The market recovery has been driven by three factors.First, as I mentioned in previous letters, large companies as whole have fared much better than smaller companies. Much of the COVID-related economic damage was concentrated in the travel, dining, and leisure sectors, which are characterized…

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HEDGE accordingly