He Lived Through Hyperinflation, Devaluation And Confiscation: This Is His...
Nearly four months ago, when bitcoin was still languishing in the low $200s, we explained why in the post-Yuan devaluation regime, where all Chinese capital outflows are now scrutizined through a...
View ArticleMulti-Billion Tiger Cub Says "The Biggest Correction Since The 2008 Crisis"...
In just the past week, there has been a plethora of market crash calls: after last week's Delivering Alpha conference, in which we saw the usual bevy of bearish billionaires, from Paul Singer to Carl...
View ArticleDave Collum's 2016 Year In Review - "And Then Things Got Really Weird..."
Submitted by Dave Collum via PeakProsperity,A downloadable pdf of the full article is available here, for those who prefer to do their power-reading offline.Background: The Author“The easiest thing to...
View ArticleOnce Feared, The "Tiger Cubs" Have Become Wall Street's Prey
Things are rapidly changing for the hedge fund world, and not just in terms of chronically underperforming the S&P, which as the following chart from Goldman demonstrates, they have on 10 of the...
View ArticleEric Mindich's $12 Billion Eton Park Is Returning Capital To Investors: Here...
Once upon a time Eric Mindich was best known for being the Goldman "wunderkind" - the youngest-ever Goldman partner, who parlayed his reputation into the 2004 launch of his hedge fund Eton Park....
View ArticleTop Hedge Fund Manager Pay Tumbles To Lowest Since 2005
Last week news emerged that as a result of the deteriorating local economy, coupled with a plunge in hedge fund profits, the capital of Connecticut - Hartford - was preparing for bankruptcy. Among the...
View ArticleBitcoin to Ether: Welcome to the Vomitorium
Volatility is Not Risk....is a true statement if you manage your bankroll properly.via Soren K. Group and MarketslantVolatility is mitigated by bankroll management (VaR). If a security is very...
View ArticleJulian Robertson: "There's A Bubble" And "It's The Federal Reserve's Fault"
Call it the "bearish billionaire" curse. One month ago, MarketWatch penned "7 billionaires who are worried about a stock-market correction" which listed Carl Icahn, David Tepper, Howard Marks, George...
View Article'Value Investing' Deadpool
Authored by Kevin Muir via The Macro Tourist blog,I sure hope Julian Robertson is a Ryan Reynolds fan. And although I doubt the MacroTourist Letter is on the legendary hedge fund manager’s daily...
View ArticleBloomberg Pronounces The Early Death Of The Traditional Long-Short Hedge Fund...
Bloomberg has apparently just taken it upon itself to pronounce the early, unceremonious demise of the traditional Long/Short Hedge Fund model after seemingly declaring that stocks will continue to...
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