By admin, on November 9th, 2011%
In his presentation, Ackman starts off by asking, with its much stronger economy, why would Hong Kong maintain the same ultra accommodative monetary policy as the U.S.?
HK
US
Real GDP (YoY)
+5.1%
+1.5%
Unemployment %
3.4%
9.
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. . . → Read More: Ackman’s HKD Revaluation Trade
By admin, on December 4th, 2010%
From the Telegraph
It’s become a popular trade among hedge funds who got it right during the U.S. subprime meltdown.
Mark Hart, an American hedge fund manager who has made millions predicting the crises in US sub-prime market and European debt,
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. . . → Read More: Another Day, Another China Bubble Implosion Forecast
By admin, on October 12th, 2010%
Chris Cole of Artemis Capital Management sets out his views on volatility and asset correlations. Via Zerohedge.
Ben Bernanke through QE2, has created a world where investors must chase any asset yielding over 1%. Failure to do so would mean the f
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Digg . . . → Read More: We Offer This as Asset Correlations Increase
By admin, on October 12th, 2010%
FT.com reports that Hugh Hendry, who on video toured a Chinese city marveling at all the office buildings with no occupants while more office buildings were being built, is shorting China via Japanese corporate credits.
No word on whether this mig
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. . . → Read More: Hendry’s Eclectica Short China Via Japanese Corporate Credits
By admin, on September 15th, 2010%
China intends to introduce Credit Default Swaps by the end the year, however no naked CDS positions will be permitted; investors will have to own the underlying instrument in order to have a position in a CDS, according to the Secretary General of th
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Facebook . . . → Read More: China to Introduce Credit Default Swaps by End of Year