Burgundy Asset Management: Correlation Breakdown

[Valuewalk premium advertisement ad unit]() [Privacy Policy]() | [Advertiser Disclosure]() [Carlson Capital Tells Investors: Twitter Still Has Tremendous Upside [Exclusive]]( Carlson Capital's Double Black Diamond Fund returned 85 basis points net in August, bringing its year-to-date net return to 4.51%. According to a copy of the fund's September update, which ValueWalk has been able to review, its equity relative value and event-driven strategies outperformed during the month, contributing 131 basis points to overall P&L. […] [Read More]( [Burgundy Asset Management: Correlation Breakdown]() 2022 has been an atrocious year for bondholders. Often labeled as the ballast of a balanced investment portfolio, bonds have, in many cases, shed over 10% of their value since January. 2022 has been a bad year for asset classes with greater volatility and a truly horrendous period for bondholders. Investors experiencing pain right now […] [Read More]() [Mullen Automotive Is Ready To Get In Gear]() Mullen Automotive has caught the attention of investors. The company is an EV start-up focused on improving efficiency and battery technology. The FIVE SUV Crossover should begin deliveries in 2023. Mullen Automotive (NASDAQ:MULN) is gearing up for production of its flagship FIVE SUV crossover which could be the next big thing in the EV world. […] [Read More]() [Can United Natural Foods Fight Both Inflation And The Fed?]( UNFI stock continues to fall despite another solid earnings report. Analysts are likely suspecting that demand for the company’s offerings will decline as budgets tighten Based purely on fundamental metrics, UNFI may deserve a spot on your watch list. Frequently in life, timing is everything. That’s the thought that comes to mind when I look […] [Read More]( [Cracker Barrel: A Tasty Treat Or Bad Apple?]() Cracker Barrel still has a solid balance sheet Cracker Barrel had a decent quarter despite its weakness relative to expectations Shares of Cracker Barrel hit a bottom over the summer The restaurant industry is facing some headwinds and Cracker Barrel (NASDAQ:CBRL) is not immune to them. Rising costs, slower than expected traffic, and the pinch […] [Read More]() [Bed Bath & Beyond Q2 Results Preview, Straight To The Point.]() Results preview for the stock with consensus metrics and other company analysis American home goods retailer Bed Bath & Beyond (NASDAQ:BBBY) is scheduled to announce second quarter results to the market on Thursday morning (29th September) before market open. BBBY is covered by a range of institutions and analysts across the street who are expecting […] [Read More]() [Pound In Retreat Again After Stinging Criticism Of The UK By The IMF]() Sterling fell back to $1.06 after IMF raised concerns about UK economic policy. Bank of England signals super-size rate hike but not until November. Government bond yields hover at highs not seen since the financial crisis. Stocks in Asia drop sharply after falls on Wall Street amid worries about global recession. Oil dips back below […] [Read More]() [facebook]() [twitter]() [linkedin]() [instagram](=) Copyright 2022 VALUEWALK LLC, All rights reserved. You are receiving this email because you subscribed to this newsletter on [valuewalk.com]() [Unsubscribe](Unsubscribe) | [Manage Subscription Preferences]( 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523