Cathie Wood Keeps The Faith

Inflation is about to peak. Then, it'll fall rapidly. Said nobody, anywhere. That macro narrative is passé. And it won't be retro chic for years. "Transitory" is to macro what Gucci was to Kering's Q1 results: A blight. "Entrenched" is en vogue now. "Broadening out" is Yves Saint Laurent (which posted a 43% YoY revenue gain for Kering versus Gucci's comparatively lackluster 13.4%). But Cathie Wood, whose flagship fund is on the brink of erasing the entirety of its pandemic gains (figure belo

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2 thoughts on “Cathie Wood Keeps The Faith”

And I keep making money on naked puts.

I think she does genuinely believe in the transformational nature of the companies whose stocks her funds own, but it’s not like she can switch faiths and start buying oil & gas stocks in ARKG.