Hedge Funds Archive

Top Gun FP Client Note: Bull Market Mojo

January 31, 2011  ·  Category: Hedge Funds, Market Commentary, Stocks, Top Gun Financial Planning
NOTE: Every week or two, I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top ...
Posted by Greg Feirman  ·  No Comments »

The Great David Einhorn On Charlie Rose

December 28, 2010  ·  Category: Hedge Funds, Macro Economics
For more on Einhorn, see my "Top Gun FP Client Note: Another Bubble", October 26, 2009 in which I discuss his important speech at the Value Investing Congress in October 2009.
Posted by Greg Feirman  ·  No Comments »

Hedge Fund Manager Daniel Loeb, Former Obama Supporter, Blames Policy For Economic Stagnation

August 31, 2010  ·  Category: Hedge Funds, Macro Economics, Obama, Politics
On Friday, hedge fund manager Daniel Loeb, manager of the $3.3 billion Third Point Partners, sent his second quarter letter to his partners.  The letter, which criticizes heavy handed government policy for stifling economic recovery, is causing a ...
Posted by Greg Feirman  ·  No Comments »

Mark Hart, The 37 Year Old Texas Hedge Fund Manager Who Bet Against Europe’s Debt And Won

February 24, 2010  ·  Category: Europe, Hedge Funds, Macro Economics
Bloomberg ("Corriente Said to Pay Backers After Europe Debt Bets", Bloomberg, February 23) and The Wall Street Journal ("How A Texan Bagged Europe", Gregory Zuckerman, The Wall Street Journal, February 24, C1) reported, and the internet is abuzz ...
Posted by Greg Feirman  ·  No Comments »

The Worst Investment Management Compensation System Ever

February 16, 2010  ·  Category: Hedge Funds, The Investment Advice Business
I just read a shocking article in on the front page of today's Money & Investing section in The Wall Street Journal: "Losing A Ton And Still Making A Killing", Dennis Berman, February 16, C1 .  ...
Posted by Greg Feirman  ·  No Comments »

Another Great Investor You Need To Know: Balestra Capital’s James Melcher

April 14, 2008  ·  Category: Hedge Funds, The Investment Advice Business
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

July 18, 2007  ·  Category: Bonds, Hedge Funds, Market Commentary
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

July 10, 2007  ·  Category: Bonds, Hedge Funds, Market Commentary, Real Estate
"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

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 »