The LongVol - What You Missed This Week
A few months ago I talked about housing, short, this trade is by far my biggest in the last two years in the fund, which is great to end the 3-year incubation - I hired Sam Evans as COO for the firm. We’re looking forward to this fund coming to life the next decade. If you’re an accredited investor or a QEP and meet the $500,000 fund minimum you can learn more here.
The consumer is constrained.
Housing equity will be tapped next.
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P.S. Watch this week’s Podcast here. I talk about Victoria’s Secret.
This article is presented for informational purposes only, is an opinion, is not intended to recommend any investment, and is not an offer to sell or the solicitation of an offer to purchase an interest in any current or future investments. Any such solicitation of an offer to purchase interest will be made by a definitive private placement memorandum or other offering documents.