Check out the story of how Crescat survived the market melt-up of late 2019 early 2020 to capitalize YTD.
Our latest investor letter:t.co/5MsiUngCH3
Our macro model says there is much more to play out before we hit the depth of the current recession. pic.twitter.com/powQH0RKEo
— Kevin C. Smith, CFA (@crescatkevin) March 25, 2020
Dow Industrials 1929 analog — day 2 of rally
Day 1 = 10/30/1929 = 12.34% …. 3/24/2020 = 11.36%
Day 2 = 10/31/1929 = 5.82% …. 3/25/2020 = 2.39% pic.twitter.com/CJbRPztJKp— Nautilus Research (@NautilusCap) March 25, 2020
Did put in a higher low.
— Lord Polemos (@LordPolemos) March 25, 2020
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