Hedge Funds Circling Over the European Wreckage

Dec 6th, 2011
Have you ever wanted to spend your summers basking in the sunlight at your mountain top Tuscan villa, surveying the manicured vineyards which produce...

What’s up with BYD?

Nov 8th, 2011
When I first bought shares in the Chinese electric car manufacturer, BYD (BYDDF) (or Build Your Dreams) in 2009 on the heels of Warren Buffet’s 10%...

How to Avoid Ponzi Schemes

Oct 19th, 2011
I spent a sad and depressing, but highly instructional evening with Dr. Stephen Greenspan, who lost most of his personal fortune with Bernie Madoff. The...

Bill Ackman’s Hong Kong Dollar Play

Sep 19th, 2011
You are all well aware of my love affair with the Chinese Yuan (CYB), which I expect to appreciate substantially in coming years off the back of China’s...

Hedge Funds Ramp Up Market Shorts

Sep 9th, 2011
Hedge funds have gotten much more aggressive on the short side, as recent data show, with enviable results. According to Data Explorers, an independent...

Use the Melt Down to Load Up on India

Aug 12th, 2011
Take a look at the chart for the emerging market ETF (EEM) below and you will be surprised to see how well it has held up in the recent collapse. This...

The Cooling Market for Hedge Fund Traders

Jul 11th, 2011
The tide is suddenly heading out to sea for aspiring hedge fund traders. Ilana Weinstein of the IDW Group, which specializes in hedge fund recruitment,...

Hedge Fund Annus Horriblus

Jul 5th, 2011
Making the rounds in Europe, I managed to hook up with hedge fund friends in

The Vultures are Circling Around the Euro

May 23rd, 2011
It has not been a great week for the beleaguered European currency (FXE), (EUO). The chickens, no, make that vultures, are coming home to roost.

Hedge Funds are About to Undress

Mar 28th, 2011
The July 21 deadline for the hedge funds to register required by the one year anniversary of the Dodd-Frank bill is fast approaching, and the industry...

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