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Currency Funds Collapsing, Down 58% in Assets Since 2007

As with so many in the commodities and precious metals sector, currency hedge funds were battered in the first quarter as market reaction to Quantitative Easing III did not adhere to the patterns...

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Will Gasoline Produce Seasonal Returns This Year for Commodity Hedge Funds?

While driving to my children’s soccer games over the weekend, what caught my eye was the decline of retail gasoline prices.  Historically, prior to driving season (which begins unofficially on Memorial...

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Are Hedge Funds Becoming the Market in Real Estate?

In a recent article, a reporter for the Atlanta Journal-Constitution detailed how his family had visited 80 houses before finally buying one.  Several of the houses were snapped up by hedge funds,...

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Loeb Jets to Tokyo as Sony Stock Price Takes Off

While shareholders of Sony Corporation (NYSE: SNE), the Japanese consumer electronics and entertainment giant, have benefited from the fall in the value of the Yen which has directly raised the stock...

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Higher Retail Sales Boost Hedge Fund Positions in Sector

Retail sales came in higher by 0.1% in April, beating the Wall Street analyst consensus of an expected drop of 0.3%.  The jump in sales from stores and restaurants also topped the amount rung up at...

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No Apple a Day for Appaloosa

Apple shares rounded out a weaker session on Tuesday with news that prominent hedge fund Appaloosa Management had divested a large holding in the tech giant. According to a 13F released, the fund...

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What Does Klarman See in BP?

Seth Klarman, founder of the Baupost Group, is sometimes referred to his generation’s Warren Buffett.  Called “The Oracle of Boston” in an article in The Economist, it was recently disclosed that...

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I Cahn Buy Dell

The proposed management buyout of Dell by its founder Michael Dell hit a snag in March, when Carl Icahn voiced his concern over the transaction. Holding an estimated 6% of the stock, the billionaire...

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Do Hedge Funds like ‘Helicopter Ben’?

Scrutiny over the Federal Reserve’s liquidity program and the degree, to which inflation could become uncontrollable, had had little impact on equity market sentiment and consumer demand. Although the...

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Hedge Funds Should Not Expect Central Bankers To Make The Red Metal Shine

In a recent article on this site, “Do Hedge Funds like ‘Helicopter Ben,’” hedge fund managers such as David Einhorn of Greenlight Capital and Stanely Drukenmillar of Duquense Capital expressed their...

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There is a Chance for Hedge Funds to Buy Cheaper than Buffett on His Latest...

There is certainly no shortage of admirers of Warren Buffett, “The Oracle of Omaha,” in the hedge fund community, ranging from Seth Klarman, founder of the Baupost Group,  to Eddie Lampert, the founder...

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Japanese Yen: 100, Wall Street: 0

In a recent article in The Wall Street Journal by Alex Frangos, “Top Banks Missed Call Y100 Level Soon,” it was reported that not a single Wall Street analyst from a hedge fund, bank, or any other...

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Hedge Fund looking to Flip a $90 Million Penthouse!

While there are plenty of television shows on flipping real estate for a profit, the reported deal by William Ackman, the founder and Chief Executive Officer of Pershing Square Capital Management, in...

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Will Oil be the Next Area of Massive Hedge Fund Losses?

As detailed in previous articles on this site, hedge funds have suffered massive losses in foreign currencies and commodities such as gold and copper due to the quantitative easing policies of central...

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Windows 8 May Not be Adored, But Hedge Funds are Showing Microsoft the Love

Product reviews for Windows 8 have been less than overwhelming, but the stock performance of Microsoft (NASDAQ: MSFT) has more than made up for any shareholder disappointment.  For 2013, Microsoft is...

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Why Did Jim Simon Spit Out His Entire Bite of Apple?

Investors do not come smarter or more successful than hedge fund legend Jim Simon, the founder and now non-executive chairman of Renaissance Technologies.  When Simon’s hedge fund unloads an entire...

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Memo to Hedge Funds: CBO Report from 7 Days Ago Alerted All that Federal...

On May 17, the non-partisan Congressional Budget Office (CBO) reported that the Federal budget deficit would “only” be $669 billion for fiscal year 2013.  That is down from a peak of $1539.22bilion in...

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Will the New CEO of Chesapeake Reward the Faith of Hedge Fund Heavyweights...

Wall Street has definitely signaled its approval of Douglas Lawler as the new chief executive officer of Chesapeake Energy (NYSE: CHK), the embattled oil and gas independent.  The share price of...

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Hedge Funds are in The Long Green with Dollar General

While the stock markets are hitting record highs, hedge funds are buying up shares of Dollar General (NYSE: DG), a low end discount retailer. Stephen Mandel’s Lone Pine Capital owns over 14 million...

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Cash Flow, Fee Income, and The Float are Why Hedge Funds Love Car Rental...

It is difficult to imagine a business model that is more lucrative than that for car and truck rental companies. Fleets of motor vehicles are bought at a discount.  The rental income the first year can...

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