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Hugh Hendry Embraces The Central-Planning Matrix: “I Am Taking The Blue Pills...
Hugh Hendry's Eclectica Fund has had a great Q4 (up 3.3%, 4.0%, and 5.0% in the last 3 months) despite portfolio risk being quadruple his 'old normal'. How did he achieve this? He begins… "There are...
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Contrarianism And The Danger Of Taking Hugh Hendry’s “Blue Pill”
Submitted by Pater Tenebrarum via Acting-Man blog, Distorted Markets We have always liked Eclectica fund manager Hugh Hendry for his sound views and outspoken manner. Below is a somewhat dated video...
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Knowing It Will End Badly And Turning A Blind Eye
Via Mark St.Cyr, As 2014 came to an end I like many of you probably felt a brief sigh of relief that maybe, just maybe, we could move into 2015 with a little more sanity shoved back into the financial...
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Is Hugh Hendry A Greater Fool?
Submitted by Dominique Dassault via Global Slant.com blog, Headline:Hendry’s Convoluted Doctrine Boils Down To…If You Can’t Beat ‘Em…Join” ‘Em…NOT! I do not personally know, high profile hedge fund...
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Why From China’s Biggest Bear, Hugh Hendry Became One Of Its Biggest Bulls
Back in the day, Chinese stocks had no greater nemesis than Hugh Hendry, whose “China Short” fund soared by 52% in 2011. The (anti) investment thesis was simple: the Chinese economy is bogged down by...
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The Stock Market – A Picture Of Excess
Submitted by Pater Tenebrarum via Acting-Man.com, More Ominous Charts We have decided to expand a bit on our recent post about “ominous charts” and show a few more charts that should at least give one...
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Hedge Funds Have A Brutal June: The Best And Worst Performers
June was a bad month for most hedge funds. With China crashing, oil prices resuming their slide, volatility returning, and even momo favorite biotechs no longer rising at their conservative 10% monthly...
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The Economic Doomsday Clock Is Closer To Midnight
Excerpted from Artemis Capital Management letter to investors, Prisoner’s Dilemma describes when two purely rational entities may not cooperate even if it is in their best interests to do so, thereby...
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Hugh Hendry: “Today We Would Advise You That You Don’t Panic!”
It was almost exactly two years ago when Hugh Hendry, one of the most notorious market skeptics and the person who in 2010 uttered the infamous line “I suggest that you panic“, threw in the towel when...
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Hugh Hendry Says “Don’t Panic”; Here Is Paul Singer Explaining Why You May...
Earlier today, we presented the latest outlook by reformed bull Hugh Hendry, who had one message for his readers : “it is ironic that we are perhaps best known for advising “that you panic”. However,...
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ZeroHedge: Ben Bernanke: Buy One Suit, Get Three Free
Be prepared for the next great transfer of wealth. Buy physical silver and storable food. Ben Bernanke is no longer the Fed’s chairman, but this article is even more relevant today then it was when I...
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ZeroHedge: Hugh Hendry: “If China Devalues By 20%, The World Is Over… It’s A...
Be prepared for the next great transfer of wealth. Buy physical silver and storable food. Once upon a time Hugh Hendry was one of the world’s most prominent financial skeptics, arguing with anyone who...
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ZeroHedge: Frontrunning: March 29
Be prepared for the next great transfer of wealth. Buy physical silver and storable food. Headline of the day: Oil prices fall as investors’ faith in rally wanes (Reuters) Europe shares, dollar gain as...
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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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