Teddy Vallee

pervalleglobal.com

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community-curated profile

Founder & CIO of @PervalleGlobal | Macro 2.0 || NYCFC 2043. Not investment advice. Not a CFA. I like leads of leads.

Overview Content

Tweet Sep 4, 2022

. @EPBResearch coincident employment index just went negative [payrolls, u3, hours worked, etc]. Employment the most lagging indicator (ex inflation) and fading pretty fast. Confirmed by full time employment (-ve 3mos in a row), as well as daily tr

by Teddy Vallee

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Tweet Jun 21, 2022

We put out our quarterly note to our LPs last week. Here’s an overview: 1/x twitter.com/TeddyVallee/status/1539229066334769152/photo/1

by Teddy Vallee

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Tweet Mar 15, 2022

Finishing up my quarterly letter, but a couple off thoughts off the top: Move in rates and equites (tech) largely played out nicely as we outlined in our last quarterly below. twitter.com/TeddyVallee/status/1491130381017706497?s=20&t=xGLuDxabwkfI0

by Teddy Vallee

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Tweet Aug 2, 2021

by Teddy Vallee

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