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Hugh Hendry, intellectual and out-of-the-box thinking fund manager of the Eclectica Fund, released his manager commentary for April 2012. Some of the many points made. Link to the must-read letter below: Economic crisis started in the U.S., ma Add to favorites LinkedIn 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 Real GDP (YoY) Unemployment % Add to favorites LinkedIn 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, Add to favorites LinkedIn 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 Add to favorites LinkedIn 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 Add to favorites LinkedIn |
 
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