Quincy Lee is a man of patience that is currently being tested in the Chinese market. The investment manager driving returns for nearly $1.1 billion under management at Teton Capital Partners has been vocal regarding Chinese markets in the past. Now, he watches as Chinese stocks he sold short race higher by 35% since January. This is despite the rather stunning deterioration in the individual corporate’s fundamental revenue structure. Teton Capital Partners – A stock with a negative tangible value and sky-high debt to earnings ratio is nonetheless flying high in China The hot real estate sector in China…
Chinese Housing Shorts Vex Teton Capital Partners
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.