Markets Have A Disinflationary No-Stimulus Chasm

Stanphyl Capital’s commentary for the month of October 2020, discussing that markets have a disinflationary no-stimulus chasm.Q3 2020 hedge fund letters, conferences and moreFriends and Fellow Investors:For October 2020 the fund was up 2.9% net of all fees and expenses. By way of comparison, the S&P 500 was down 2.7% while the Russell 2000 was up 2.1%. Year-to-date 2020 the fund is down 17.7% while the S&P 500 is up 2.8% and the Russell 2000 is down 6.8%. Since inception on June 1, 2011 the fund is up 23.0% net while the S&P 500 is up 195.4% and the Russell 2000 is up 106.7%. Since inception t…

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HEDGE accordingly