Chidem Kurdas
Quantitative models sometimes come up with trades that go against the flow. Case in point: bullish bets on (more…)
Tags:Bank of America, Bellagio, blackjack, Blenheim Capital, Citigroup, Direxion Daily Financial Bull 3x, Goldman Sachs, Jaffrey Woodriff, Michael Geismar, Quantitative Investment Management, SPDR S&P metals & mining, SPDR S&P oil & gas, Willem Kooyker
Posted in Energy, Equity, ETF | Leave a Comment »
Chidem Kurdas
Emerging markets investments by diversified funds have tended to focus more on China than India. That emphasis may change, (more…)
Tags:AQR Capita, Asia Pacific fund, Baidu Inc., Baring, Blenheim Capital, China Mingyang Wind Power Group Co., Eton Park, Greater China Fund, James Chanos, Khiem Do, Kynikos Associates, Tata Motors Ltd., Viking, Yum Brands Inc.
Posted in Asia, China, Economic Forecast, Emerging Markets | Leave a Comment »
Chidem Kurdas
Willem Kooyker’s commodity trading firm, Blenheim Capital Management, has bought the shares of a number of industrial metal producers. Blenheim is one of the largest futures trading managers. (more…)
Tags:Blenheim Capital, Century Aluminum, Freeport-McMoRan Copper & Gold, Teck, Willem Kooyker
Posted in Commodities, Emerging Markets, Global Macro | 1 Comment »
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