Kevin C. Smith, CFA (@crescatkevin) 's Twitter Profile
Kevin C. Smith, CFA

@crescatkevin

Hedge fund manager: global macro, long/short equity, activist metals. Wage-price spirals are not transitory. crescat.net

ID: 586716332

linkhttps://www.crescat.net/disclosures calendar_today21-05-2012 17:28:56

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Kevin C. Smith, CFA (@crescatkevin) 's Twitter Profile Photo
Kevin C. Smith, CFA
@crescatkevin

20 days ago

We believe the Great Rotation is still to come. August showed some new signs of life on that front as megacap tech stocks came under significant pressure early in the month and then mining stocks outperformed the Magnificent 7 Index for the full month. We don’t know for sure