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James manages the VFS Group Global Macro Fund

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    James Whelan
    • 3 days ago
    • 2 min

    The Trade That Paid #NVDA, FOOD, La Nina, Retail, PE & Good Books#

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    James Whelan
    • Jul 20
    • 2 min

    Trade that Paid: Follow the money

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    The  Trade That Paid!! November 22, 2021 #On margins and spinning people into space#
    James Whelan
    • Nov 22, 2021
    • 4 min

    The Trade That Paid!! November 22, 2021 #On margins and spinning people into space#

    We take a look at margin pressures of the US retailers going into the holiday season and where the trade is there. Also semi's update..
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