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Comstock Partners 63 posts 0 comments
Comstock Partners, Inc. analyzes economic and financial conditions from a long-term macro-economic perspective and makes adjustments based on cyclical and shorter-term considerations. In pursuit of its goals, the firm invests in various asset classes including domestic and foreign stocks, bonds, currencies and derivatives including indices and options. For the Capital Value Fund, Comstock Partners can buy or sell short and make use of leverage in order to maximize returns under various market conditions. In effect, we believe our operation resembles a modern-day hedge fund in its scope of activities.
The following is the weekly commentary from Comstock Partners, which makes the point that housing has not turned the corner decisively and this is at odds with even the recent S&P bottom of 1040. While the market has been focused on…
Why It’s Not A Normal Recovery
By Comstock Partners In our comment of April 22nd we said that the impression that the economy was undergoing a normal economic recovery was highly misleading, and outlined a number of key economic series that supported our case that the…
Comstock: Debt Deleveraging Process Will Take Many Years
The following is the weekly commentary from Comstock Partners, which makes the point that debt deleveraging is a multi-year event and that we are in the early stages of this deleveraging cycle. ...market reactions are widely out of…