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Green Light Capital is a privately owned hedge fund sponsor. The firm invests in the public equity and fixed income markets of the United States. It primarily invests in value.
The macro environment has continued to be favorable for us, but it now feels like the tailwinds are picking up speed.
The truth is the economy and the labor market, in particular, are overheating.
Eventually, we believe inflation will cause a recession, regardless of what the Fed chooses to do.