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
https://www.crescat.net/disclosures 21-05-2012 17:28:56
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What else can you be on the lookout for besides valuation? Positioning… Kevin C. Smith, CFA Catch up with our Live Market Call from 10/24/25 youtube.com/live/XB5dsUYvC…
Five hedge funds have doubled this year—and gold and tech are at the center of the story. Read what we’re doing at Crescat Capital and why we still see big upside in critical metals. MarketWatch Kevin C. Smith, CFA marketwatch.com/story/all-five… Investing involves risk, including risk of
Weak breadth: a Hindenburg Omen was triggered yesterday 🚨 The past 30 times this happened, $SPX fell 83% of the time 2 months later h/t Tom McClellan
Anthony Pompliano 🌪 Sure you can, Anthony. S&P 500 Operating EPS accelerated to +19% Y/Y in the 1Q of 2000. The stock market peaked that quarter.