“There’s no news headline that screams bearish catalyst to me,” he said. “But conversely, other than the nonfarm payrolls data, the past two weeks haven’t had super bullish catalysts either.”
By: Josh Silva
Partner, Portfolio Manager
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1Please note that the Adviser calculates its assets under management with respect to its overlay strategies based on notional valuations and mandate sizes rather than market valuations. AUM is as of 3/31/2022.