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Blue Sky Capital Resources Partnership Growth Fund

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Blue Sky Capital Resources Insights - Thoughts On The Markets

July 2020

posted by Blue Sky Capital Resources Partnership Growth Fund
4yrs ago 187

This summer will be an important time to give us clues regarding how the economic recovery will progress. Two important two reasons, one, unemployment insurance payments will fall off and two, temporary stimulus measures will run off as well at the end of July. This is when we should see to what extent there will be re-hiring from the temporary layoff pool. From this point the employment data will take a more important meaning for the future.


Thus far the extra income (from MMT) has gone mostly into savings (U.S. savings rate up to +13%), this extra income will disappear in August, question: will the renewed consumer confidence turn into real demand?


August will also be important in terms of COVID-19 developments. While all the experts are anticipating a second wave, how big it will be is an unknown. For those countries being the first impacted by COVID-19 we are seeing a second wave, thankfully thus far it has been manageable. Let’s see how the U.S. manages.


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ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.