openPR Logo
Press release

Judah Spinner Reports Exceptional First-Half 2025 Results at BlackBird Financial, Raises Concerns Over Tariffs and Inflation

07-15-2025 12:39 PM CET | Business, Economy, Finances, Banking & Insurance

Press release from: Binary News Network

/ PR Agency: ZEX PR WIRE
Michigan, US, 15th July 2025, ZEX PR WIRE, Judah Spinner, Chief Investment Officer of BlackBird Financial LP, reported standout results for the first half of 2025. The fund delivered a net return of 34.4%, compared to the S&P 500's 6.1%. The 28.3% performance advantage highlights the continued strength of Spinner's value-focused investment strategy during a time of heightened market uncertainty.

"This was an extraordinary first half," Spinner wrote in his semi-annual letter to clients. "Our results significantly outpaced the broader market, a reflection of the work we've done on the business fundamentals of our portfolio companies."

During the first six months of 2025, BlackBird initiated positions in four new companies, an unusually high number for a fund known for its concentrated and deliberate style. Spinner noted that two additional companies are under active review, though no investment decisions have been made yet. He plans to provide more detail on these holdings in his February 2026 annual letter.

Markets Shrug Off Tariffs - For Now

Spinner's letter offered a cautionary view of the current macroeconomic landscape, particularly the return of tariffs as a central policy tool under President Trump's second administration. Although the White House scaled back its most aggressive proposals, the average U.S. tariff has surged to 18.8%, up from 2.4% a year ago, marking the highest level since the 1930s.

"While there may be arguments in favor of tariffs, someone ultimately bears their cost, and it won't be the tooth fairy," Spinner wrote. "Higher inflation later this year seems almost inevitable, with the natural consequences being rising interest rates and slower growth."

What makes the tariff environment more concerning, Spinner added, is the underlying weakness in consumer spending, particularly among lower-income households. With core segments of the population already showing signs of financial strain, added pressure from trade costs could exacerbate economic fragility.

Despite these signals, the market continues to climb, with the S&P 500 reaching new all-time highs. Spinner remarked on the disconnect: "It's interesting how the market continues to levitate in the face of these risks. It's not a basis for action on our part, just a point of curiosity."

Staying Disciplined Amid Noise

True to his long-standing investment philosophy, Spinner emphasized that BlackBird makes no decisions based on macroeconomic forecasting, not even his own. The firm remains fully grounded in bottom-up analysis, evaluating companies based on intrinsic value, business quality, and long-term opportunity.

Spinner's cautious tone contrasts with prevailing market optimism, but it reflects the discipline that has underpinned BlackBird's strategy since its founding. "We're not in the business of predicting interest rates, tariffs, or politics," he wrote. "We're in the business of owning high-quality companies at attractive prices."

Despite the uncertain backdrop, Spinner sees no reason to alter course. "Our job is to remain rational when others are overly fearful or overly confident. So far, that approach is serving us, and our investors, well."

About Judah Spinner

Judah Spinner is the Founder and Chief Investment Officer of BlackBird Financial LP, a New Jersey-based hedge fund known for its value-oriented, fundamentals-first approach. Under his leadership, the fund has consistently delivered strong results by avoiding speculation and focusing on long-term business quality.

Looking Ahead

Investors can expect a more detailed breakdown of BlackBird's portfolio changes and strategic outlook in the firm's next annual letter, scheduled for February 2026. In the meantime, Spinner continues to monitor both macroeconomic developments and individual business opportunities, but remains firmly committed to his core principles.

"Our process hasn't changed," he concluded. "We focus on what we can understand, avoid what we can't, and try to act with discipline regardless of headlines."

To learn more visit: judahspinner.com

This release was published on openPR.

Permanent link to this press release:

Copy
Please set a link in the press area of your homepage to this press release on openPR. openPR disclaims liability for any content contained in this release.

You can edit or delete your press release Judah Spinner Reports Exceptional First-Half 2025 Results at BlackBird Financial, Raises Concerns Over Tariffs and Inflation here

News-ID: 4104579 • Views:

More Releases from Binary News Network

Camp Network Launches Mainnet and $CAMP Token, Redefining Onchain IP and Digital Provenance for the AI Era
Camp Network Launches Mainnet and $CAMP Token, Redefining Onchain IP and Digital …
With over 90 million testnet transactions and 50+ live dApps, Camp's Layer-1 blockchain is establishing a new standard for IP licensing and monetization for an AI-native era. Camp Network, the decentralized platform designed to power the future of IP and AI, today announced the public launch of its Layer 1 blockchain's mainnet, marking a major milestone in its mission to bring verifiable ownership, co-creation, and monetization of digital intellectual property
Crypto Mining Guide: Bitcoin mining, XRP mining, and CloudMining Paths to Crypto Income
Crypto Mining Guide: Bitcoin mining, XRP mining, and CloudMining Paths to Crypto …
Cryptocurrency has grown to much more than a test form of digital cash. Millions of brokers, miners, and investors use it every day to power a worldwide financial ecosystem today. Crypto mining, which confirms blockchain transactions and pays miners with digital cash, is one of the most useful and lucrative ways to make money in this field. HashJ is quickly growing popular on all the platforms since it makes cryptocurrency mining
Duoer Capital Launches New Fund Initiative: AI-Driven, Web3-Transparent, Globally Compliant, Opening the Blue Ocean of the Digital Economy for Investors
Duoer Capital Launches New Fund Initiative: AI-Driven, Web3-Transparent, Globall …
With an Annualized Return of Over 20% for 8 Consecutive Years, Duoer Capital Upgrades Its Strategy Once Again, Safeguarding Investors with "Security + Compliance" [Singapore, 2025] Against the backdrop of increasing global market volatility and uncertainty, investors are increasingly focused on stable returns and capital security. Duoer Capital Management Co., Ltd. announced today the comprehensive launch of a new fund initiative, powered by AI and Web3, to open new blue oceans
Nashville Scientologists and Community Celebrate Landmark Screening of
Nashville Scientologists and Community Celebrate Landmark Screening of "Alexandr …
Nashville, TN, 29th August 2025, ZEX PR WIRE, The Church of Scientology & Celebrity Centre of Nashville and members of the Nashville community recently convened for a special community screening of the "Alexandra Park Grand-Opening" screening-commemorating the newly unveiled L. Ron Hubbard Landmark Site in Harare, Zimbabwe. This heartfelt gathering showcased the enduring connections between global heritage and local commitment. Honoring a Landmark Legacy The "Alexandra Park" Landmark Site-a restored manor at

All 5 Releases


More Releases for Spinner

Fidget Spinner Market Size by Type, Application, and Regional Outlook
According to Market Research Intellect, the global Fidget Spinner market under the Aerospace and Defense category is expected to register notable growth from 2025 to 2032. Key drivers such as advancing technologies, changing consumer behavior, and evolving market dynamics are poised to shape the trajectory of this market throughout the forecast period. The fidget spinner market has experienced fluctuating growth trends, initially seeing a surge due to its popularity as a
Brilliant Registered Welcomes Steve Spinner as Director of Financial Search
Image: https://www.globalnewslines.com/uploads/2025/03/1fec59bf3ab967db506d3b23778f7011.jpg Brilliant Registered , a leading staffing and recruiting firm specializing in accounting, finance and technology, announces the addition of Steve Spinner as Director of Financial Search. Steve brings nearly three decades of experience in finance and accounting executive recruiting, leading teams in Chicago, Boston, and New York. He began his career as an auditor at Price Waterhouse before transitioning into executive recruiting in 1995. In 1999, he became one of
Fidget Spinner Market Research Report 2024
Fidget Spinner Market Size The global Fidget Spinner market was valued at US$ 125 million in 2023 and is anticipated to reach US$ 159.5 million by 2030, witnessing a CAGR of 3.2% during the forecast period 2024-2030. Get Free Sample: https://reports.valuates.com/request/sample/QYRE-Auto-34R7249/Global_Fidget_Spinner_Market_Insights_and_Forecast_to_2028 The Fidget Spinner market size, estimations, and forecasts are provided in terms of sales volume (K Units) and revenue ($ millions), considering 2023 as the base year, with history and forecast data
Spinner Flasks Market Size 2024 to 2031.
Market Overview and Report Coverage A spinner flask is a type of laboratory glassware used in cell culture applications, particularly for growing mammalian cell lines. These flasks feature a unique design that allows for the even distribution of nutrients and oxygen to cells, promoting efficient cell growth and maximizing productivity. The Spinner Flasks Market is expected to witness steady growth in the coming years, with a projected CAGR of 4.00%
Photoresist Spinner Market Size 2024 to 2031.
Market Overview and Report Coverage A photoresist spinner is a semiconductor manufacturing equipment used in the process of photolithography to apply photoresist coatings onto semiconductor wafers. This process is crucial in the production of semiconductor devices. The current outlook of the photoresist spinner market is positive, with the market expected to grow at a CAGR of 5.50% during the forecasted period. The increasing demand for semiconductor devices, especially in industries
Spinner Flasks Market Size, Price, Share | Forecast to 2027
Latest Updated Report 2023, The Global Spinner Flasks Market to Growing A CAGR of % during forecast period of 2023-2027. The Market is segmented by Global Spinner Flasks Market Breakdown by Application (Biotechnology Companies, Pharmaceutical Companies) by Type (General Type) and by Geography (North America, South America, Europe, Asia Pacific, MEA). The Spinner Flasks Market 2023 Report makes available the current and forthcoming technical and financial details of the industry. It