crescat – Investment Watch

Crescat Capital Quaterly Investor Letter Q4 2018 – Top of the “everything bubble”?

January 10, 2019January 9, 2019

by SirTylerGalt I discovered the Crescat Capital investor letters, because their “Q3 2017” letter is featured in Meb Faber’s book “The Best Investment Writing Volume 2”. It’s interesting to read … Read more

Crescat Capital: ” A New Bear Market And The End Of Aged Bull Market”

June 8, 2018

via Crescat Even as the S&P 500 drifted higher, global financial markets showed major cracks in May. In the face of continued Fed tightening and a strong dollar, various emerging … Read more