Commentary is always an end-of-quarter blitz for me (yes, I write it personally). Pretty happy with how this one turned out. Some parts I particularly liked: - Trend replication continues to track. - Discussing risk-premium re-pricing and fundamental re-rating in the context of carry. - Merger arbitrage opportunities post Liberation Day volatility.
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Corey Hoffstein 🏴‍☠️
Corey Hoffstein 🏴‍☠️11.7. klo 23.50
Our quarterly commentary for the Return Stacked® suite of ETFs is now available.
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