Posts filed under “Hedge Funds”

Dear Investor….

This will be the funniest thing you read today:

>
ACME Systematic Leveraged Macro Momentum Fund LP
321 Overprice
Street
Greenwich, CT  00573

Dear Investor,

This letter is
to inform you that the wheels have come off of the proverbial wagon at ACME
Systematic Leveraged Macro Momentum Fund LP, and that the same awesome thematic
portfolio that made you feel (in the first half-year) as if you’d become very
rich in comparison to those sucking wind on their leveraged MBS portfolios or
Japanese Small-Cap Value Funds, has, quite literally, spontaneously combusted in
our faces…

Continued . . .

>

via Cassandra Does Tokyo 

Category: Credit, Currency, Finance, Hedge Funds, Short Selling

Is the Market Still a Future Indicator?

Category: Apprenticed Investor, Hedge Funds, Markets, Trading, Valuation

Hedge Fund Winners and Losers

Category: Hedge Funds, Trading

Paulson & Co Opening New Fund to Re-Capitalize Banks

Category: Derivatives, Hedge Funds, Short Selling, Trading

Corporate Bailouts Through History

Category: Corporate Management, Credit, Derivatives, Federal Reserve, Hedge Funds

Who is to Blame for Bear Stearn’s Demise?

Category: Corporate Management, Credit, Derivatives, Federal Reserve, Hedge Funds, Inflation, Psychology

New Project(s)

What a crazy week — and the market is the least of it!

We moved from our old space on Park Avenue & 49th (across from
the Waldorf) to larger quarters a few blocks over on 5th Avenue. I have been switching back and forth between Starbux and Bryant Park for internet access (and posting less because I have been out of the office more than in). The
furniture is in, the phones are hooked up, and tomorrow, rumor has it
Verizon will light us up with a big fat pipe, connecting us to that
series of tubes.

But what’s been really odd is that a dozen seperate projects I have been working on for a few years now — some big, some small, all eclectic — have practically all-at-once, simultaneously, lurched towards fruition.

These include:

A major media project

I may join a new BoD

A fun little web project (its potentially very, very funny)

A significant quant application (this is a very powerful tool)

A brand new video venture

Two fascinating blog related advertising concepts

An expansion of an earlier book blogging idea

A new private equity fund 

And that was just this week!

We will discuss more about these in the coming weeks; Just about all of them have a market/stock/economic component to them. I’ll keep you up to speed with these as they develop.

I expect/hope that at least 3 of these 7 close before Halloween. . .

Category: Digital Media, Hedge Funds, M&A, Video, Weblogs

The Fine Line Between Investment Grade and Junk

Category: Credit, Derivatives, Federal Reserve, Financial Press, Hedge Funds, Psychology, Real Estate

Martin Feldstein on the Housing/Credit/Economic Mess

Category: Credit, Derivatives, Federal Reserve, Hedge Funds, Inflation, Psychology, Real Estate

One Way Days: Are the rules different this time ?

Category: Hedge Funds, Investing, Markets, Psychology, Quantitative, Technical Analysis, Trading