balestra capital essay



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Balestra Capital is an investment management firm focused on long term thematic global macro investing. Investment Philosophy Balestra Capital believes that fundamental economic, political and social factors are the ultimate determinants of global asset prices and investment returns. Nevertheless, securities markets are
58 West 40th Street, 12th Floor, New York, NY 10018, www.balestracapital.com, © 2015 Balestra Capital.
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