Silver as an investment

Category Archives: hedge fund

The new American Dream: rent your home from a hedge fund.

sovereignman.com / Simon Black / August 15, 2017 About a month ago I joined the Board of Directors of a publicly-traded company that invests in US real estate. The position brings a lot of insight into what’s happening in the US housing market. And from what I’m seeing, the transformation that’s taking place today is extraordinary. Buying […]

“We Need More Suckers At The Table” – Quant Funds Stumble As Dumb-Money Disappears

The omniptence of artificial intelligence is unquestioned. The 'future' is automation, robotization, and algorithmic domination is the mantra of the new normal prognosticators – and anyone who challenges this world view is a luddite or 'denier'. There's just one problem – those quantitative, AI-based, computerized algos, that are supposed to be making people obsolete in […]

Gundlach Is Quietly Heading For The Exit: “Volatility Is About To Go Up”

DoubleLine Capital’s Jeff Gundlach has become one of the most visible critics of market complacency, revealing his purchase buy five- and eight-month S&P 500 put options. Now, the legendary bond investor is touting his bet on a spike in equity market volatility as one of his “highest conviction” trades, according to an interview with Bloomberg. […]

“Oil God” Andy Hall Blows Up, Closes Main Astenbeck Hedge Fund

Back in December 2014, the start of the worst oil rout since the financial crisis claimed its first victim when 113 year old Phibro, then owned by Occidental Petroleum after its sale by Citigroup, would liquidate in the US after it failed to buy a buyer. Phibro, of course, was made famous or perhaps infamous […]

These Are The 10 Most Crowded Long And Short Trades According To UBS

In this market where fundamentals long ago ceased to matter, and where positioning remains one of the few remaining sources of alpha, investors have been focusing on lists showing the most over and under-owned stocks. However, contrary to the narrative that the most heavily owned stocks outperform the most shorted, or underowned ones, and vice […]

“I Have Taken A Closer Look At The Data From EIA…”: Why Horseman Global Is Aggressively Shorting Shale

zerohedge.com / by Tyler Durden / Jul 22, 2017  Having staged a dramatic reversal at the end of 2016, when the world’s formerly most bearish hedge fund – it was net short over 100% in late 2016, which in turn led to a -24% return last year… *** … rerisked, turning flat in just a few months, Horseman Global […]

Market “Paralysis” Confirmed – Squeezed Shorts And Anxious Longs Are Fleeing Stocks

zerohedge.com / by Tyler Durden / Jul 22, 2017 For the last two years, short interest in the US stock market’s largest ETF has collapsed as bears have been squeezed back to their lowest level of negativity since Q2 2007 (the prior peak in the S&P). But, there’s a bigger issue – despite record highs and ‘no brainer’ dip-buying, anxious […]

Market “Paralysis” Confirmed – Squeezed Shorts And Anxious Longs Are Fleeing Stocks

For the last two years, short interest in the US stock market's largest ETF has collapsed as bears have been squeezed back to their lowest level of negativity since Q2 2007 (the prior peak in the S&P). But, there's a bigger issue – despite record highs and 'no brainer' dip-buying, anxious longs have dumped S&P […]

Bill Miller Says He’s Invested 1% Of His Net Worth In Bitcoin

Former Legg Mason investing guru Bill Miller’s Opportunity Trust is back on top this year thanks to bets on a hodgepodge of stocks including Apple Inc., J.P Morgan Chase & Co. and Restoration Hardware. Just weeks after his Opportunity Trust was named No. 1 among diversified funds with at least $1 billion in assets, Forbes […]

15% Of Greenlight Capital Investors Submit Redemption Requests

While, inexplicably, Bill Ackman’s Pershing Square remains immune (according to Ackman at least) to redemptions despite posting a terrible return in the past two years, another hedge fund from the “glory days” is having less success in keeping LPs: the WSJ reports that Einhorn was “forced to pay back more than $400 million in clients […]