Armored Wolf thinks the world economy is not in good shape. In a letter to investors dated November 1, John Brynjolfsson, the fund’s founder and former PIMCO fund manager, said unpredictable dangers abound despite the fact that asset prices are surging and growth is stronger with low inflation. “Halloween ghouls… leer from the shadows,” he writes, placing himself in one distinct hedge fund camp. There seem to be two camps in the hedge fund world. Those that think Ebola is not a threat to stock performance yet – in other words the concrete evidence does not support the panic. The…
Brynjolfsson In Ebola Bear Camp, Voices Technology Concerns
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.