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ZeroHedge: “I Used To Be A Big Deal… And Then A Billion Dollars Walked Out...
Be prepared for the next great transfer of wealth. Buy physical silver and storable food. In a somewhat more manic-than-usual introduction to his 2016 macro outlook, Eclectica’s Hugh Hendry – the first...
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ZeroHedge: How Wall Street’s Biggest Permabull Became Its Go To Permabear
Be prepared for the next great transfer of wealth. Buy physical silver and storable food. Two years ago, there was nobody more bullish, or more apologetic of the poorly performing US economy than...
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Kyle Bass Shares The “Stunning” Thing A Central Banker Once Told Him
If you ever wanted to get a look inside the mind of Kyle Bass, founder and CIO of Hayman Capital Management, here is your chance. In a wide-ranging discussion with Grant Williams, author of Things that...
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“It’s Not Panicking If You’re First”– China Devaluation Is Closer Than Anyone...
Once again – ahead of the G-20 meetings – China's currency mysteriously abated its incessant plunge suggesting 'stability'. As Bloomberg notes, history shows that the Chinese currency usually...
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“Markets Are Ripe For A Black Swan Event”– Why Most ‘Well Hedged’ Funds Won’t...
George Sokoloff, founder and CIO of Carmot Capital, recently explained why typical asset allocation strategies, including those employed by most "sophisticated" hedge fund managers, end up getting...
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Hugh Hendry Recalls His “Great Monster P&L Trade” That “Murdered” His...
We’ve heard plenty of fund managers blame the macro environment and the lack of a definitive economic trend for the drought in returns over recent years, but in his latest blast, famed – or perhaps...
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“The System Simply Isn’t Working”– Hugh Hendry Warns Of 1930s-Style “Dramatic...
Having warned in Q1 of the possibility of a China-devaluation-driven collapse in to a "Mad Max" world, Eclectica's Hugh Hendry lays out the next steps and catalysts for 'change'… Via ValueWalk.com, We...
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Hugh Hendry: “We Are Running A Trumpian Portfolio”
Presenting the end of year macro observations on a “Trumpian new world order”, from Eclectica’s Hugh Hendry Right Here, Right Now? As you know, back in late 2014 we were more constructive on risk...
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Advice from the trader who made $1+ billion in 1929…
Via Soveriegnman.com [Editor’s note: This letter was co-written with Tim Price, co-founder of the VT Price Value portfolio and editor of Price Value International.] In the late spring of 1720, Sir...
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A Market In Which “Shocks No Longer Shock”: Deutsche’s Kocic Explains How To...
Back in June, one of Wall Street’s more philosophical derivatives strategists, DB’s Aleksandar Kocic looked at the state of the market and postulated that far from “stable” the existing risk...
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