Crispin Odey Bullish On US, EU; Builds Massive JGB Short Position – ValueWalk Premium
Odey allocation

Crispin Odey Bullish On US, EU; Builds Massive JGB Short Position

The Odey European Fund, with close to $2.5 billion under management, delivered 4.6% performance in February while building a significant short position in Japanese ten year bonds.

“Sometimes things suddenly appear very clear,” wrote Crispin Odey, the fund’s namesake and portfolio manager, in an investor . . .

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