Wahdy Capital is an investment manager based in San Francisco that specializes in long/short equity and technology investing. Sign up to our investor distribution list for market insights, monthly letters, and company updates.
Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
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Issues | 33 | Subscribers | Read | wahdycapital.substack.com |
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A quick update on what seems to be an election result favoring Donald Trump:
Key Takeaway — Investors should trim duration exposure in front of a potential Trump victory. This is because policies stated by Trump imply a higher R-Star (neutral rate of interest) with higher risk of inflation, which is bad for the grow...
The Federal Reserve announced a 50bp cut this Wednesday, citing the progress made towards inflation, a cooling jobs market, and a solid economic expansion. In their press release, the FOMC increased their confidence in their inflation targe...
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