Crowded Trades=Bad Management.
When you see dozens of managers crowd into names they can not possible have greater insight than others...
Crowded Trades=Bad Management.
When you see dozens of managers crowd into names they can not possible have greater insight than others...
Why Do Funds Close?
Tag along funds: Hedge Funds that just follow other trades, or have an 85% correlation to S&P...doomed if markets reverse.
Why Do Funds Close?
Tag along funds: Hedge Funds that just follow other trades, or have an 85% correlation to S&P...doomed if markets reverse.
Inside the Correlation Between Oil and Equities
Pierre Andurand and Michael Cohen (head of commodity research at Barclay) and I discuss. Trying to make the case that oil exploration...
Inside the Correlation Between Oil and Equities
Pierre Andurand and Michael Cohen (head of commodity research at Barclay) and I discuss. Trying to make the case that oil exploration...
The Yahoo Soap Opera... Wall Street Drama, Real World Yawn
Completely false drama on Yahoo's turn around. Yahoo had a market cap of $31bn, but Alibaba made up $29bn of that. As I said "no one...
The Yahoo Soap Opera... Wall Street Drama, Real World Yawn
Completely false drama on Yahoo's turn around. Yahoo had a market cap of $31bn, but Alibaba made up $29bn of that. As I said "no one...
