Oil companies now looking attractive as a hedge on the long side.
Insane. The spread between overall stocks and energy is at record levels. Have to say, it looks extreme. Oil companies now looking attractive as a hedge on the long side. … Read more
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Hedge fund Elliott Management Corp. has obtained a large stake in Twitter and is advocating for changes, including replacing CEO Jack Dorsey, according to media reports.
www.cnn.com/2020/02/29/tech/elliott-twitter-jack-dorsey-replace/index.html What kind of shake up would this create in the social media world? Twitter has long been the subject of angst and frustration by groups of users for the … Read more
State Street: Gold ‘Definitely Works’ and is an ‘Inflation Hedge’, ‘Dollar Hedge’ in Era of Heightened Geopolitical Risk’
by GoldCore ◆ State Street’s senior multi-asset strategist, Benjamin Jones, discusses the importance of gold in asset allocation today call on gold on “Bloomberg Daybreak: Europe” ◆ “Bitcoin or gold?” … Read more
How Effective Is Gold As a Hedge? History Has an Empirical Answer
by Jeff Clark, Senior Analyst, GoldSilver.com Gold has been a safe haven for literally thousands of years. But how effective is it as a “hedge”? A hedge is an asset that … Read more
ZERO HEDGE: Another reason to assume zero trust in media provenance
by John Ward Those media who take the sponsorship shilling will eagerly deny you justice for thirty pieces of silver I can’t be the only commentator worried about the once-admired … Read more
Bianco: Federal Reserve’s Repo Market Fix Is No Fix at All… Hedge Fund Giant Klarman ‘Rocket Fuel’ Feeding Rally Will Soon ‘Run Out’
Federal Reserve’s Repo Market Fix Is No Fix at All (Bloomberg Opinion) — With their best intentions in mind, central banks and governments have instituted rules to ensure that financial … Read more
Why is the Fed considering lending cash directly to hedge funds? Here’s a little hint:
Why is the Fed considering lending cash directly to hedge funds? Here's a little hint: In September, the Cayman Islands (pop. 61,000 & GDP of $3.2B) were the US' 7th … Read more
HERE WE GO: Fed Considers Backdoor Bailout To Hedge Funds To Stop Repo Crisis!
Another day, another bit of madness. Jerry Maguire said “SHOW ME THE MONEY!” and the Fed delivered. We’re in 2020 and instead of the Repo Crisis being resolved, it’s worse. … Read more
Hedge Fund CIO: Will The Fed Ever Be Held Accountable For Turbocharging Inequality That Poisons America
Submitted by Eric Peters, CIO of One River Asset Management “I do solemnly swear that I will support and defend the Constitution of the United States against all enemies, foreign … Read more
“Is everybody in?”……Hedge fund exposure to US equities “exploding”
"Is everybody in?"……Hedge fund exposure to US equities "exploding" $SPY pic.twitter.com/3nFelZxNwR — LongConvexity (@LONGCONVEXITY) December 27, 2019 Pretty obvious how the New Year will unfold. t.co/4vRN8Y2TFR — Albert Edwards (@albertedwards99) … Read more
Hedge Fund Hotel: $2 Billion A Day Keeps The Punters In Pay
BY SVEN HENRICH In our new risk free market, party like it’s 1999 environment with imbalances running wild and S&P 500 price targets being raised almost daily it may be silly to speak of … Read more
Three of the biggest hedge funds use repo to leverage up in the markets and yet we are told by the Fed that actions to add liquidity to repo markets doesn’t not boost markets.
For more- t.co/Ci4TLhaHHl — Michael Lebowitz, CFA (@michaellebowitz) December 9, 2019 Repo Blowup Was Fueled by Big Banks and Hedge Funds, BIS Says The September mayhem in the U.S. repo … Read more
Hedge Fund Decimates Town
If you missed the show, please watch our investigation into one American town decimated by Paul Singer’s hedge fund. Here’s the video. t.co/Tlis8U3AGk — Tucker Carlson (@TuckerCarlson) December 4, 2019
Hedge Funds, Central Banks Appear to be Preparing for a Crisis by Doing This
Photo by Wikipedia.org | CC BY | Photoshopped From Birch Gold Group This week, Your News to Know rounds up the latest top stories involving gold and the overall economy. Stories include: Why big investors … Read more
World’s Biggest Hedge Fund Bets $1.5 Billion That Market Will Crash By March
via Zerohedge: At the beginning of 2018, Ray Dalio said during one of his annual speeches at Davos that investors would feel “pretty stupid” if they were holding cash. Over … Read more
Recent hedge fund heavyweight closures-
Louis Bacon’s Moore Leon Cooperman‘s Omega Michael Platt’s BlueCrest Philippe Jabre’s Jabre Capital Jon Jacobson’s Highfields Richard Perry’s namesake fund Eric Mindich’s Eton Park John Griffin’s Blue Ridge Did modern … Read more