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Hedge funds’ lost aura of invincibility

November 7th, 2008 · Comments Off on Hedge funds’ lost aura of invincibility

The next wheel to come off in the financial markets.. If you wondered why your stock is gyrating up and down (but mostly down), look no further for an explanation than here. One consolation, it has little to do with fundamentals..

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Tags: Credit Crisis

Market irrationality

October 25th, 2008 · Comments Off on Market irrationality

The sell-off in financial markets is, well, you know how it is. But an interesting question is how much it is related to fundamentals, and how much it is just indiscriminate selling. We see the latter in quite a few securities, beaten down to irrationally low valuations. That also opens up opportunities.

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Tags: Credit Crisis

Dr. Doom at it again

October 23rd, 2008 · Comments Off on Dr. Doom at it again

We had a couple of fairly optimistic comments and commentators yesterday, but dr. Doom, aka Nouriel Roubini, the one who predicted it all is not amongst them…

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Tags: Credit Crisis

Do we need hedge funds?

October 11th, 2008 · Comments Off on Do we need hedge funds?

The more we think about it, the less sure we become. What is actually the rationale for these funds? Do they serve, in their pursuit of private profit, a greater good, Adam Smith’s original defense of the market economy? Well, sometimes they do, sometimes they don’t. 

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Tags: Credit Crisis