1 August 2007

Sorry we lost most of your money

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July 30, 2007 To Our Investors in Sowood Alpha Fund LP and Sowood Alpha Fund Ltd.: Sale of Assets Today we made the painful and difficult de...

Australia's Macquarie funds face losses

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SYDNEY, Aug 1 (Reuters) - Australia's Macquarie Bank (MBL.AX: Quote, Profile, Research) has warned that retail investors face losses of ...
29 July 2007

Be wary of buy and Hold

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Those receiving conventional buy-and-hold advice from their brokers and advisors should be leery. We referenced Barton Biggs', former Ch...

Banks burnt by credit meltdown

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Credit derivatives markets saw a strong bout of further heavy selling on Thursday in both Europe and the US, with the widely watched indices...

11 reasons to freak out

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"Total world stock market capitalization was about $37 trillion in 1990; it grew to about $51.225 trillion in March 2007. According to ...
27 July 2007

Gold will soon sparkle again

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Telegraph Blogs : Business : Ambrose Evans-Pritchard : July 2007 : "A lot of readers have asked why I duck the issue of gold when talki...
26 July 2007

Absolute Capital Hedge Fund Suspends Withdrawals

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By Laura Cochrane and Stuart Kelly July 26 (Bloomberg) -- Absolute Capital Group Ltd., an Australian hedge fund that invests in collateraliz...
23 July 2007

Trouble in Hedgefundistan

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Two columns of black smoke can be seen rising over Wall Street and disappearing into the ice-blue New York sky. Terrorism? Not quite. The pl...
14 July 2007

Presentation to CFA association, New York

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A recent example of the flawed nature of this market came to my attention when my associate, Julian Mann, showed me a very garden variety LI...

Wall Street Chasing Performance through Chemistry

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“It’s like they’re chasing a dream. Even when they make tremendous profits, they’re still worried,” he said. Alden Cass, a clinical psycholo...
13 July 2007

Australian hedge fund warns about withdrawals

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The resets are just starting and detailed information about Basis Capital's positions would be interesting to look at. Basis report that...

Swinging the Market - Calvin Bear

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NEW 7/12/2007 4:08:50 PM Two politically independent factors affect what happens in the share market – one is the real market price of mo...
12 July 2007

Does neo-classical Economics make sense?

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July 11, 2007 In Economics Departments, a Growing Will to Debate Fundamental Assumptions By PATRICIA COHEN NY Times For many economists, que...

The trader as Hero -- A must read

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Courage is more exhilarating than fear, and in the long run it is easier. We do not have to become heroes overnight … just one step at a tim...
11 July 2007

The Crack up boom!

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Safe Haven | TedBits : "he Crack Up Boom series is exploring the unfolding 'Indirect Exchange' (as detailed by Ludvig Von Mises...

Bloomberg.com: Worldwide

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Bloomberg.com: Worldwide : "A total of 11 percent of the loan collateral for all subprime mortgage bonds had payments at least 90 days ...
9 July 2007

The Crashing U.S. Economy Held Hostage

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The Crashing U.S. Economy Held Hostage : "Remember when the U.S. was the world’s greatest industrial democracy? Barely thirty years ago...
7 July 2007

$ONE:AFBIX - SharpCharts 2 from StockCharts.com

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$ONE:AFBIX - SharpCharts 2 from StockCharts.com : "I took the inverse of the AFBIX (which is a short ETF following credit spreads) and ...

charles hugh smith-Weblog and wEssays

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charles hugh smith-Weblog and wEssays : "Investors in the worse-hit of two stricken Bear Stearns hedge funds are offering to sell their...

Comments on Liquidity boom and looming crisis - iTulip.com Forums

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Comments on Liquidity boom and looming crisis - iTulip.com Forums : "Comments on 'Liquidity Boom and Looming Crisis' by John Cr...