Here Are Clint Carlson’s Favorite Hedge Funds And Private Equity Funds

[Valuewalk premium advertisement ad unit]() ​ ​[Here Are Clint Carlson’s Favorite Hedge Funds And Private Equity Funds](​ Like many other hedge fund managers, Clint Carlson of Carlson Capital engages in philanthropy by contributing to his own foundation. Much of the income his foundation rakes in comes from his investments in hedge funds, so we can get an idea of his favorite hedge funds by reviewing the annual filing from his foundation. Q3 […] [Read More](​ ​[OANDA – Manchin Plays Grinch, Lira Reversal, Crude Pares Losses, Gold Dips, Bitcoin Remains Choppy Trade]()​ It does not feel like the most wonderful time of the year for Wall Street. US stocks are not seeing a Santa Claus rally and in fact remain stuck in the COVID house of pain. Senator Manchin played the Grinch this weekend when he said he won’t vote for President Biden’s Build Back Better Act. […] [Read More]()​ ​[The Demands of 2022 & What They Mean for Supply: A Short-Term Outlook](​ Much of the progress and promises emerging as the crisis-era becomes the recovery-era seem to be a double edged sword. Such is the nature, presumably, of a real recovery. But across the supply chain sector in particular, that effect seems to be in full form. Q3 2021 hedge fund letters, conferences and more In early […] [Read More](​ ​[Software Is The Tell – Crescat Capital](​ Crescat Capital’s commentary for the month of December 2021, discussing that software is the tell. Q3 2021 hedge fund letters, conferences and more Equity Market Warning The recent weakness in the broad US equity market is being masked by the outperformance of mega-market cap companies that remain near record valuations. With that in mind, it […] [Read More](​ ​[The Catalyst for The Great Rotation – Crescat Capital](​ Crescat Capital’s commentary for the month of November 2021, discussing the catalyst for the great rotation. Q3 2021 hedge fund letters, conferences and more The Catalyst for The Great Rotation Based on the firm’s current equity and macro models, and our investment team’s analysis, we believe we are in the explosive first wave of an […] [Read More](​ ​[EcoPenguin Partners with COTAP to Offer High-Quality Carbon Offsets that Help Counteract Cryptocurrency’s Climate Impacts](​ [Amsterdam, the Netherlands – December 20, 2021]  EcoPenguin, the world’s first carbon offsetting platform in the cryptocurrency space, is partnering with the non-profit Carbon Offsets to Alleviate Poverty (COTAP.org), the first carbon offset provider to accept all major cryptocurrencies. Together, they are providing the cryptocurrency community with convenient ways to take responsibility for its environmental […] [Read More](​ ​ [facebook]() [twitter]() [linkedin]() [instagram](=) Copyright 2021 VALUEWALK LLC, All rights reserved. You are receiving this email because you subscribed to this newsletter on [valuewalk.com]() [Unsubscribe]( or the 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523