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Category Archives: Hedge Funds
Wall Street’s year-ahead forecasts have a familiar ring – FT
Wall Street strategists have unveiled their 2018 forecasts — and many look similar to the wrong bets of previous years, says US markets editor Robin Wigglesworth. ► Subscribe to FT.com here: http://bit.ly/2r8RJzM
Posted in Equity, Hedge Funds, Uncategorized
Tagged 2018 Forecasts, FT, Robin Wigglesworth, Wall Street
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Bond Market Conundrum 2.0? And U.S. Treasuries Held By Foreigners
The ginormous table below of foreign holdings of U.S. Treasury securities compliments Friday’s post, TOTD: Who Owns The Treasury Market? First some background, a few caveats about the data, some thoughts on how the U.S. became so dependent on foreign financing … Continue reading
The hedge fund mirage – FT
Simon Lack, former managing director at JPMorgan and author of ‘The Hedge Fund Mirage’, talks to John Authers about problems for hedge fund performance after the crisis. For more video content from the Financial Times, visit http://www.FT.com/video (click here if … Continue reading
Greek debt swap deadline looms
This is one of the biggest risks to the markets. Things could get ugly and if it falls apart due to an abundance of free riders and/or too many vultures holding out for full payment, head for the bunker. Stay … Continue reading
Posted in Black Swan Watch, Hedge Funds, PIIGS, Sovereign Debt, Video
Tagged Debt Swap, Greece, PSI
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Fareed Zakaria: Interview with George Soros
Here is Fareed’s interview with George Soros from a couple weeks ago that we’ve been meaning to post and thought you’d find interesting. We suspect the 15 minutes you spend watching it will return a nice dividend. Enjoy. (click here … Continue reading
Posted in Black Swan Watch, Economics, Hedge Funds, Whales
Tagged Fareed Zakaria, George Soros, GPS
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Macrosynergy’s Excellent Return in a Very Difficult 2011
Our friends over at Macrosynergy Partners had a very nice 2011, posting a stellar return of 9.22 percent. Even more impressive considering, according to the FT, that half the hedge funds were down for year and more than two thirds … Continue reading
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