Hedge Funds Archive
Another Great Investor You Need To Know: Balestra Capital’s James Melcher
April 14, 2008 · Category: The Investment Advice Business, Hedge Funds
Last week I wrote a post on John Paulson, the man of the moment on Wall Street for his massively profitable returns shorting subprime mortgage backed securities.
Over the weekend, Barron's wrote an article on top ...
Posted by Greg Feirman · No Comments »
Trader Of The Year: John Paulson Made Billions Shorting Subprime Mortgages
Trader Monthly recently named John Paulson trader of the year for 2007.
Duh!!!!
Funds run by Paulson, a hedge fund manager, were up $15 billion in 2007 and he is estimated to have made beteween $3-$4 billion ...
Posted by Greg Feirman · No Comments »
Bear Stearns Says Its Hedge Funds Essentially Worthless
It seems like the biggest story of the last 4 weeks, the problems at two Bear Stearns hedge funds involved in subprime mortgage backed securities, is coming to an end. In a letter to clients ...
Posted by Greg Feirman · No Comments »
S&P Threatens To Downgrade $12 Billion in Subprime Mortgage Backed Securities
"The fallout of the subprime meltdown on financial services companies that hold some of the debt creates some risk to earnings. The financials make up over 25% of earnings for the S&P 500, so a ...
Posted by Greg Feirman · No Comments »
This Time They Ring A Bell At The Top - KKR and Och-Ziff File IPOs
July 5, 2007 · Category: Market Commentary, Business Culture and Current Events, Hedge Funds, Private Equity
One has to wonder at the motives for Kohlberg Kravis Roberts (KKR) and Och-Ziff, a hedge fund, to go public after a mediocre IPO earlier this year by hedge fund Fortress Investment Group (FIG) and ...
Posted by Greg Feirman · No Comments »
When The Ratings Agencies Lower Their Ratings on Subprime Mortgaged Backed Securities, The Stock Market Will Crash
"We're talking about massive, massive downgrades here."
- Rod Dubitsky, Asset Backed Real Estate Debt Analyst, Credit Suisse, ranked #2 last year by Insitutional Investor magazine in his category
"A lot of these should be downgraded sooner rather ...
Posted by Greg Feirman · No Comments »
Four Must Read Front Page Wall Street Journal Articles for a Bear(Stearns) Market
Make no mistake: this week, as last week, is all about the blow up of the two Bear Stearns hedge funds heavily invested in subprime mortgage backed securities.
And The Wall Street Journal, as usual, is ...
Posted by Greg Feirman · 1 Comment »
Investment and Commercial Banks Drag Down Market
June 22, 2007 · Category: Market Commentary, Hedge Funds
Whereas the previous two weeks (June 4-8 and June 11-15) were all about rising interest rates, this week was all about the blow up of two Bear Stearns hedge funds with heavy investments in subprime ...
Posted by Greg Feirman · No Comments »
Fears of Bear Stearns Spillover Drag Down Market
"The fear is that this Bear situation is the tip of the iceberg and it could lead to other funds being liquidated."
- Todd Clark (subscription required), Director of Stock Trading, Nollenberger Capital Partners
"There's fear of further ...
Posted by Greg Feirman · No Comments »
