Feb
19
Weekly Economic & Investment Recap: 2.15.08
February 19, 2008 | Leave a Comment
If you’re new here, you may want to subscribe to my RSS feed. Thanks for visiting!Attached/linked please find And That’s The Week That Was, the Brounes & Associates market/economic commentary for the week ended February 15, 2008. As the campaign season heats up, more Americans seem to be getting the fever and are even […]
Feb
12
Another Hedge Fund Goes Belly Up
February 12, 2008 | Leave a Comment
Its official. Sailfish Capital Partners has gone belly up. Expect more funds to follow in the next couple of months. We don’t like to see hedge fund blow up, but this quote in the New York Times article by Mark S. Fishman, ”a pedigreed money manager who raised billions of dollars at the height of the hedge […]
Feb
12
Chelsea Clinton to Avenue Capital: Your Health Care Sucks
February 12, 2008 | Leave a Comment
As we all know Chelsea Clinton has been on the road recently to campaign for her mother, Hillary Clinton, in her bid to become the next President. Some people call this “pimping” while I call it politics. Whatever.
However, what IS astounding is Chelsea’s statement to MSNBC as reported by Politico …
“If you have health care […]
Feb
10
Weekly Economic & Investment Recap: 2.8.08
February 10, 2008 | Leave a Comment
Attached/linked please find And That’s The Week That Was…the Brounes & Associates market/economic commentary for the week ended February 8, 2008. Well, apparently, last week’s stellar equity market performance may have been more short-term aberration than long-term trend. (So much for the “trend being your friend.”) This week, some confusing economic releases combined with more […]
Feb
7
Why In-House Hedge Funds Flop
February 7, 2008 | Leave a Comment
When you have been in, attached, associated with the hedge fund business as long as I have, the idea of an in-house hedge fund is an oxymoron. Although I understand why established firms want to set up hedge funds internally, the idea never really sat well with me. Why?
At its core, a hedge fund is a small […]
Feb
6
Hedge Funds Take a Beating in January
February 6, 2008 | Leave a Comment
Chicago’s Hedge Fund Research released a statement saying that January was the worst month for hedge funds since 1998 — according to their data. While reading some of the other blog postings about this “news” I was struck not by the postings themselves, but the comments to the posts. A number of things became apparent … first that many […]
Feb
5
Hedge Fund Seeders Want Volume, Liquidity and Talent
February 5, 2008 | Leave a Comment
FINAlternatives reported that Hedge Fund Seeders are looking for three main things in emerging hedge fund managers: Volume, liquidity and talent. This is interesting in that seeders are no longer looking for that “special something” which some might describe as exotic. Looks like hedge fund seeding is back to basics: a solid strategy, capacity and pedigree …
It’s […]
Feb
3
Weekly Economics & Investment Recap: 2.1.08
February 3, 2008 | Leave a Comment
Attached/linked please find And That’s The Week That Was…the Brounes & Associates market/economic commentary for the week ended February 1, 2008. Continued weakness in housing (no problem). Plunging consumer confidence (why worry?). Growing unemployment (so what). Poor earnings (big deal). Record write-downs (no biggee). After all, Dr. Bernanke has our backs. Apparently, these days, the […]

