When a hedge fund is down -42.6% year to date, they at times can have more muted communications tendencies. Such appears the case with London-based hedge fund manager Crispen Odey. In a recent letter to investors reviewed by Valuewalk, the bearish fund manager, normally more expansive in his market commentary, issued two paragraphs on his outlook – but they framed an important picture on globalism and explained his continued bearish stance in one fund.
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.
August’s Poor Employment Report
The Bureau of Labor Statistics (BLS) released its initial estimate of total nonfarm employment today, coming in up 96 K from the prior month. The 96... Read More
Iridium Communications Inc. (NASDAQ:IRDM)Â recently dropped 24 percent over a period of two days after a poor earnings report, and now looks to offer value.
Iridium earnings growth
Before the decline, Iridium Communications... Read More
Respected value investor, Mr. David Gregory Herro, CFA is a Partner, Chief Investment Officer of International Equity, Vice President, and Portfolio Manager at Harris Associates L.P. He manages $55... Read More
A ‘Meeting of the Waters’ is a fitting analogy for today’s market environment according to Artemis Capital Management’s March 2016 volatility market analysis letter, which was sent to clients... Read More
Passive funds have been taking share from active funds for several years, and one of the arguments has been the seemingly-endless stock rally. Active fund managers were simply having... Read More
The Federal Trade Commission has put an end to a multi-million dollar scheme that told consumers they could get rich with internet businesses and then sold them thousands of... Read More
Schonfeld Strategic Advisors' Fundamental Equity Fund LLC returned 0.0% in the month of October according to a copy of the firm's monthly investor tear sheet, which ValueWalk has been... Read More
If you don’t feel any richer, you may not be alone. Or far from the truth.
For the first time since it started to measure the world’s wealth in 2008,... Read More
Four Questions To Test Your Rationality by Sui Chuan Yeo, ValueEdge
Find out if you are really rational by answering these 4 questions. Poll results and answers will be... Read More
Odey's Special Situations Fund was up 1.6% for December, bringing its full-year return for 2021 to 24.4%. The fund has enjoyed a compound annual growth rate of 35% since... Read More
