In his latest Q2 2022 Letter, David Rolfe says investors should heed Stanley Druckenmiller’s warning on so-called ‘Soft Landings’. Here’s an excerpt from the letter: The markets are as skeptical as we are. Would you believe with all the talk of “inflation,” the bond market has already priced in three … Read More
David Rolfe: Don’t Sell On Valuations & Pay Up A Bit For Growth
In their latest Master Series at Investment Masters Class, David Rolfe discusses a number of topics including not selling stocks because of valuations, and paying up a bit for growth. Here’s an excerpt from the interview: And so what we’ve done over the last number of years is we have … Read More