Mar

25

Hedge Funds the Next Bubble?

March 25, 2008 | Leave a Comment

As the flight to liquidity continues it’s hard not to notice that macro and managed futures strategies, particularly those focused on natural resources, have been the beneficiaries of the asset flows (check out the hedge fund index numbers: macro has been on fire while all other strategies have been taking lumps).  There is massive momentum […]

Sep

24

The Grim Reaper Charges 2 and 20

September 24, 2007 | 1 Comment

Cliché alert!  The only certain things in life are death and taxes.  I have to disagree to some extent with the taxes part until we get a verdict on how my carried interest is getting taxed.  The death part on the other hand seems more certain these days within the hedge fund ranks.  Without naming […]