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July 07, 2009 – Comments (19)

Second Stimulus Would Dent Confidence: Strategist


































 

 

 

19 Comments – Post Your Own

#1) On July 07, 2009 at 5:54 AM, portefeuille (99.56) wrote:












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#2) On July 07, 2009 at 6:14 AM, portefeuille (99.56) wrote:

Bundesbank's Zeitler wary on new financial rules

Bundesbank sieht hohe Risiken

Stärkung der Nachhaltigkeit und längerfristige Lehren aus der Krise

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#3) On July 07, 2009 at 7:24 AM, portefeuille (99.56) wrote:












 

The ECB Will Have to Print Money: Strategist

 

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#4) On July 07, 2009 at 7:45 AM, portefeuille (99.56) wrote:












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#5) On July 07, 2009 at 8:00 AM, portefeuille (99.56) wrote:

ECB Says Slow Lending Hinders Recovery

ECB's Nowotny: No need to bypass banks on credit

Liquidity injections alone are not enough

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#6) On July 07, 2009 at 8:04 AM, portefeuille (99.56) wrote:

Hedge fund founder dies in air crash

By Sam Jones

Published: July 6 2009 18:29 | Last updated: July 6 2009 18:29

Jean-Pierre Aguilar, the chief executive and co-founder of one of Europe’s largest and oldest hedge funds, Capital Fund Management, died in a gliding accident on Saturday.

Known to friends and colleagues as JP, Mr Aguilar, 49, was a pioneer of the European hedge fund industry. An engineer and computer scientist by training, he set up CFM in 1991.

Jean-Pierre Aguilar was a pioneer of the European hedge fund industry

The fund went on to become one of the most prominent quantitative trading outfits in Europe. It was touted recently as the continent’s answer to the quant super-fund, Renaissance Technologies, based in the US.

...

 

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#7) On July 07, 2009 at 11:30 AM, kaskoosek (92.46) wrote:

Port

 

I love this guy. You have posted a gem here. 

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#8) On July 07, 2009 at 1:06 PM, portefeuille (99.56) wrote:












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#9) On July 07, 2009 at 3:11 PM, MattH42004 (32.48) wrote:

Any post with a Rosenberg video is worthy of a rec

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#10) On July 08, 2009 at 5:41 AM, portefeuille (99.56) wrote:

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#11) On July 08, 2009 at 5:50 AM, portefeuille (99.56) wrote:

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#12) On July 08, 2009 at 6:29 AM, portefeuille (99.56) wrote:

 

 

 

 

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#13) On July 08, 2009 at 7:41 AM, portefeuille (99.56) wrote:

Meriwether Said to Shut JWM Hedge Fund After Losses

By Katherine Burton and Saijel Kishan

July 8 (Bloomberg) -- John Meriwether, who roiled global markets when Long-Term Capital Management LP collapsed in 1998, plans to shut his current hedge fund, according to a person familiar with the matter.
JWM Partners LLC is closing its main Relative Value Opportunity II fund after losing 44 percent from September 2007 to February 2009. Meriwether, credited with generating billions of dollars of revenue at the former Salomon Brothers in the 1980s through so-called relative value trades, returned an average of 1.46 percent a year with his new fund since opening in 1999, compared with 2.4 percent for the Credit Suisse/Tremont Hedge Fixed-Income Arbitrage Index.
Long-Term Capital, which assembled a team of top Salomon traders and Nobel laureates, lost more than 90 percent of its $4.8 billion of assets in the weeks following Russia’s currency devaluation and bond default. The Federal Reserve orchestrated a $3.6 billion bailout by the fund’s 14 banks to calm fears that the firm’s lenders and trading partners would be dragged down.
“For many investors, John Meriwether is by now just another hedge-fund manager,” said Tammer Kamel, president of Toronto-based Iluka Consulting Group Ltd., which advises clients on investments in the private pools of capital. “LTCM’s infamy was a big story in 1998, but the events of 2008 might finally relegate LTCM and 1998 to footnote status.”
JWM Partners, based in Greenwich, Connecticut, managed about $1 billion at the beginning of 2008. Meriwether, 61, joins hedge-fund veterans Art Samberg, James Pallotta and William von Mueffling in closing funds this year. He didn’t return a telephone call and an e-mail seeking comment.
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July 8 (Bloomberg) -- John Meriwether, who roiled global markets when Long-Term Capital Management LP collapsed in 1998, plans to shut his current hedge fund, according to a person familiar with the matter.
JWM Partners LLC is closing its main Relative Value Opportunity II fund after losing 44 percent from September 2007 to February 2009. Meriwether, credited with generating billions of dollars of revenue at the former Salomon Brothers in the 1980s through so-called relative value trades, returned an average of 1.46 percent a year with his new fund since opening in 1999, compared with 2.4 percent for the Credit Suisse/Tremont Hedge Fixed-Income Arbitrage Index.
Long-Term Capital, which assembled a team of top Salomon traders and Nobel laureates, lost more than 90 percent of its $4.8 billion of assets in the weeks following Russia’s currency devaluation and bond default. The Federal Reserve orchestrated a $3.6 billion bailout by the fund’s 14 banks to calm fears that the firm’s lenders and trading partners would be dragged down.
“For many investors, John Meriwether is by now just another hedge-fund manager,” said Tammer Kamel, president of Toronto-based Iluka Consulting Group Ltd., which advises clients on investments in the private pools of capital. “LTCM’s infamy was a big story in 1998, but the events of 2008 might finally relegate LTCM and 1998 to footnote status.”
JWM Partners, based in Greenwich, Connecticut, managed about $1 billion at the beginning of 2008. Meriwether, 61, joins hedge-fund veterans Art Samberg, James Pallotta and William von Mueffling in closing funds this year. He didn’t return a telephone call and an e-mail seeking comment.


...

 

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#14) On July 08, 2009 at 8:18 AM, portefeuille (99.56) wrote:

Steve Leuthold starting at 4:27/5:52

 

Seth Klarman: Why Most Investment Managers Have It Backwards

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#15) On July 08, 2009 at 9:58 AM, MattH42004 (32.48) wrote:

And then I get some more great Rosenberg, followed by a new Klarman article. You, sir, have great taste.

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#16) On July 08, 2009 at 10:08 AM, portefeuille (99.56) wrote:

you might also like this post (on klarman).

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#17) On July 08, 2009 at 10:19 AM, MattH42004 (32.48) wrote:

Yea, I've watched that video a few times since you first posted it, it's great. A couple of the links you posted at the bottom are new though. Thanks Porte!

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#18) On July 09, 2009 at 5:13 AM, portefeuille (99.56) wrote:












 

China Said to Arrest Rio Tinto Executive

 

 

 












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