BTG Pactual Is Positioned For An Aggressive Fed Hiking And QT Cycle

[Valuewalk premium advertisement ad unit]() ​ ​[BTG Pactual Is Positioned For An Aggressive Fed Hiking And QT Cycle]()​ The BTG Pactual Rates Fund returned -0.17% for the first quarter, following returns of 0.14%, 0.19%, and -0.5% for January, February and March, respectively. A Challenging Period For Rates In their March letter to investors, which was obtained by ValueWalk, the BTG Pactual Rates team said the first quarter brought sizable moves in the rates […] [Read More]()​ ​[Wrongheaded Thinking on Inflation](​ The rapid rise in housing prices since the pandemic has fueled fear among Americans already faced with the worst inflation in the last 40 years. The fear of inflation is genuine, but housing prices have nothing to do with it. The Bureau of Labor and Statistics (BLS) incorrectly calculates housing as a component of inflation. […] [Read More](​ ​[The Kraft Heinz Turnaround Story Gains Momentum]()​ Kraft Heinz Is Still A High-Yielding Value Play Shares of Kraft Heinz (NASDAQ:KHC) wobbled in the wake of the Q1 earnings report despite better than expected results and an increase in the guidance. The results, as good as they are, are driven in large part by higher prices and only partially offset YOY declines attributable […] [Read More]()​ ​[Microsoft (NASDAQ:MSFT) Saves The Day, For Now](​ With the major indices being slammed right down towards their lows of the year this week, there was a lot riding on Microsoft’s (NASDAQ:MSFT) earnings last night. The tech giant reported their fiscal Q3 numbers after the bell and they were, for the most part, viewed favorably by the street. Q1 2022 hedge fund letters, […] [Read More](​ ​[Xerox Holdings Stock Is A Value Play](​ Document management solutions and systems provider Xerox Holdings Corporation (NYSE:XRX) stock has fallen back towards pandemic lows with its surprising disappointment for Q1 fiscal 2022 earnings report. The Company was expected to make $0.13 per share profits but ended up posting a (-$0.12) per share loss, missing by (-$0.25). The surprise loss was the first […] [Read More](​ ​[The Economics Of Elon Musk’s Twitter Deal](=)​ Elon Musk sealed the deal. On Monday, Twitter accepted Musk’s $44 billion offer to buy the company and take it private. Musk is putting down $21 billion in cash and financing the rest through new debt: a $13 billion buyout loan and a $12.5 billion margin loan against his stock in Tesla. Q1 2022 hedge […] [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