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Seeking Alpha in Bitcoin or Ethereum? Try Cryptocurrency Hedge Funds
Cryptocurrency hedge funds are still a fairly new investment vehicle, but we’re already getting a pretty good idea of how they stack up against simple passive investments in two common underlying currencies. The bitcoin price and ethereum price have both plunged this year, leaving cryptocurrency hedge funds scrambling for cover. However, performance data shows that in a down year, investing
Campbell Soup Co and Third Point Locked in for a Messy Proxy Contest
With the filing of definitive proxy statements this week, it is clearer than ever the Dan Loeb’s Third Point Partners and Campbell Soup Co are digging in for a messy proxy contest. At more than $11 billion, Campbell Soup Co is likely to be the biggest U.S. company to be subjected to solicitations for two rival slates this year, after
Tesla Endgame Here Amid Signs Akin to Valeant and Enron: Chanos
From Stanphyl Capital’s September letter to investors We remain short shares of (and long put options and short call options in) Tesla, Inc. (TSLA), which I consider to be the biggest single stock bubble in this whole bubble market—a company so landmine-filled that I think it can implode at any moment regardless of what the broad market does. To reiterate
Ray Dalio: When Interest Rates Hit Zero Percent
Ray Dalio is the founder and co-chief investment officer of Bridgewater Associates, the largest hedge fund in the world. Dalio is sharing his template for understanding debt crises, which he says helped him and his fund foresee and navigate the financial crisis. Hedge Fund Legend Ray Dalio: When Interest Rates Hit Zero Percent Q2 hedge fund letters, conference, scoops etc
Investors Add US$4.74 Billion in Hedge Funds in August
In August, the hedge fund industry had its second consecutive month of inflows in H2 2018, and this time the breadth of allocations was much improved. Despite the improvement, it has by no means been a universally beneficial period. Q2 hedge fund letters, conference, scoops etc Macro products, so far, seem relatively impervious to bouts of performance declines, while managed
Crescat Capital: China 'the Mother of All Credit Bubbles' Is Bursting
Crescat Capital Q2 letter to investors on the China credit bubble and why its a good short. Our current three best macro ideas today are complementary plays on the unwinding of currency and financial asset bubbles at a likely peak of a global capital cycle, the most leveraged in history: Shorting US stocks at proven, historic-high valuations relative to underlying fundamentals
Mohnish Pabrai 5 Stock Market Investing Tips
Mohnish Pabrai 5 stock market investing tips on how to invest in stocks stock market investing tips discussed are (through 5 quotes): Q2 hedge fund letters, conference, scoops etc Concentrated portfolio at a PE Ratio of 1 or less 3 reasons why investments don’t work out (check list) Cloning stock investments Don’t think about macro No interest in the U.S.
List of Departing Tesla Execs Similar to Waning Days of Enron and Valeant: Chanos
Hedge Funds
We remain short shares of (and long put options in) Tesla, Inc. (TSLA), which I consider to be the biggest single stock bubble in this whole bubble market—a company so landmine-filled that I think it can implode at any moment regardless of what the broad market does. To reiterate the three core points of our Tesla short position: JamesQube /
US Hedge Fund Fees Moving Up
Strategy Highlight CTA/Managed Futures (-2.12% YTD) -US$31.57 billion AUM YTD Q2 hedge fund letters, conference, scoops etc CTA/managed futures fund managers continued to struggle under the pressure of the weakening energy and metals sector. The Eurekahedge CTA/Managed Futures Hedge Fund Index is down 2.12% year-to-date. Oil supply disruption and the trade friction between the US and China remained as the
Top Performing Hedge Fund: We Believe Elon Musk Is 'Likely' to Go to Jail
Hedge Funds
Vilas Capital with an update on their Tesla short thesis – excerpted from an email sent to investors just moments ago – see link at the bottom of this article for more info on the hedge fund Dear Partners, Blomst / Pixabay It is now clear that Tesla never had a signed commitment letter from any investor or group of