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March Fed Meeting Recap
Fed patience means greater upside for the S&P 500.
Mar 23
•
MR Wahdy
2
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March Fed Meeting Recap
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Investor Letter - February 2024
Up 16.8% YTD
Mar 12
•
MR Wahdy
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Investor Letter - February 2024
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February 2024
Investor Letter - January 2024
Up 8.37% in January, 68.6% since inception
Feb 17
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MR Wahdy
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Investor Letter - January 2024
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January 2024
Macro Notes - Our View Into 2024
Fed pivot means we are in a soft landing, but macroeconomic volatility will muddle the picture.
Jan 24
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MR Wahdy
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Macro Notes - Our View Into 2024
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Investor Letter - December 2023
Up 5.5% in December, up 153.6% to end the year.
Jan 24
•
MR Wahdy
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Investor Letter - December 2023
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December 2023
Primer -- Asset Allocation
How we approach asset allocation
Dec 4, 2023
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MR Wahdy
1
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Primer -- Asset Allocation
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November 2023
Long/Short Equity Strategy
Strategy Factsheet
Nov 17, 2023
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MR Wahdy
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Long/Short Equity Strategy
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CPI Recap
On track for slower inflation
Nov 14, 2023
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MR Wahdy
4
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CPI Recap
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Nearing the final stretch
FOMC Recap and 4Q 2023 Outlook
Nov 6, 2023
•
MR Wahdy
4
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Nearing the final stretch
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September 2023
Mon 9/25 Week Preview
Lots of data, Friday shutdown?
Sep 25, 2023
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MR Wahdy
3
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Mon 9/25 Week Preview
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FOMC Recap
Hawkish Skip Confirmed
Sep 20, 2023
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MR Wahdy
2
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FOMC Recap
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August 2023
NVIDIA (NVDA) - Earnings Review
Strong Beat & Raise Showing Thesis In-tact
Aug 24, 2023
•
MR Wahdy
1
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NVIDIA (NVDA) - Earnings Review
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