It was an exciting week with higher daily volatility than we have seen for a long time. It was a large volume of Securities and Exchange Commission (SEC) filings last week, and now, with a large majority of US company financial statements being reported, we see another astonishing growth period with sales growth at the average US company remaining above 25% and profit margins rising. Q4 2021 hedge fund letters, conferences and more In a period, such as now, when corporate growth is rising, stocks will outperform long treasury bonds and sure enough, even with the long treasury bonds down 4% las…