Looking at what he describes as a “horrible” 2016, Crispin Odey, down over 49% the OEI MAC fund, the traditionally bearish UK-based hedge fund manager had a message of hope. Speaking to Investors January 17, a recording of which was obtained by ValueWalk, Odey said hedge fund investors ship is coming in, the market environment is changing. He can feel it. 2016 Hedge Fund Letters Odey: Don’t expect interest rates to rise too high with government debt where it is After a global financial crisis and central bank financial gymnastics on a historic level, the world is at a crossroads…
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- 2016 Hedge Fund Letters
- Odey: Don't expect interest rates to rise too high with government debt where it is
- Stocks rise higher as forward earnings multiples decline, not a good sign
- A Wounded Crispin Odey Sticks To Super Bearish Bets
- Central banks pulling markets to sleep
- Markets are expecting a profit boom, but the world is going to get a wage boom, which is very different
- Odey: China Bank Loans = Spain 2007
- Companies with rising profits and static stock prices are where value is found
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