Archive for December, 2011

Paulson Winning Trade Amid Losses

December 28, 2011

Chidem Kurdas

John Paulson’s funds are among the worst performers of 2011. Even a conservative version of his event-driven strategy lost more than 40% this year.  (more…)

Insurance Company to Seek Veteran Managers

December 27, 2011

Notable among long-term large investors in hedge funds are insurance companies, though one does not often hear about them. Financial crises in the past four years (more…)

Some Can Borrow, but with Covenants

December 20, 2011

Chidem Kurdas

Credit is still tight and it’s almost impossible for many fund managers to get loans—just like small businesses in general. But there are exceptions, notably (more…)

MF Global Debt Dents Funds

December 14, 2011

Despite the $1 billion or more that is still missing from their accounts, MF Global brokerage clients are more likely to get their money compared to another group of creditors (more…)

More on Greece

December 13, 2011

Chidem Kurdas

Click for ThinkMarkets post on trade and policy developments.

Re Greece as buy opportunity(more…)

Will High-Frequency Trading Survive?

December 12, 2011

Chidem Kurdas

Computer-driven fast trading has become a piñata for governments everywhere. Proposed policies could make many algorithm-based strategies infeasible. This vilification does not make immediate sense. Is public interest better served by non-computer-driven slow trading? (more…)

Advertisement

Barclays: MBS Proposal Promising

December 8, 2011

Chidem Kurdas

US regulators are preparing a plan for (more…)

Greece as Buy Opportunity, No Joke

December 7, 2011

Chidem Kurdas

A year or so ago there was an unconfirmed report than John Paulson was looking to (more…)

JP Morgan Highbridge Holds Latin Franchise

December 5, 2011

JP Morgan’s hedge fund business has taken stakes in a wide range of Latin American companies. One large holding (more…)