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Learning, Sharing, and Teaching => Investor Alley => Topic started by: jinga nation on January 23, 2018, 01:02:19 PM

Title: Hedge funder: ‘if you’re holding cash, you’re going to feel pretty stupid’
Post by: jinga nation on January 23, 2018, 01:02:19 PM
https://www.marketwatch.com/story/head-of-worlds-largest-hedge-fund-says-if-youre-holding-cash-youre-going-to-feel-pretty-stupid-2018-01-23

Isn't it ironic/stupid/hilarious that hedge funders fail to accept holding cash as a hedge position? Especially if investors feel the market is too hot.

I know hedge funds want every penny in your wallet so they run the FUD game plan.... again and again and again. They hate it when investors hold back or pull out. (The pun is intended.)

Title: Re: Hedge funder: ‘if you’re holding cash, you’re going to feel pretty stupid’
Post by: VoteCthulu on January 23, 2018, 01:23:51 PM
It is funny that he is probably correct, but for all the wrong reasons.
Title: Re: Hedge funder: ‘if you’re holding cash, you’re going to feel pretty stupid’
Post by: anisotropy on January 23, 2018, 02:54:54 PM
these days, hedge funds are mostly leveraged long funds, if you track their long/short net position, can be a pretty good contrarian indicator once you clean up the data.
Title: Re: Hedge funder: ‘if you’re holding cash, you’re going to feel pretty stupid’
Post by: anisotropy on January 23, 2018, 03:02:35 PM
My issue with Ray Dalio is that .... almost as soon as he started to focus more on media exposure and "good business practices", Bridgewater's performance lagged behind the benchmark. Coincidence perhaps, but managing money is about performances, not positive image. My observation is that once you transition from investing to sales, it's a long road down.
Title: Re: Hedge funder: ‘if you’re holding cash, you’re going to feel pretty stupid’
Post by: frozen on January 23, 2018, 03:17:29 PM
I am watching CNBC and they just mentioned how poorly some major hedge funds performed in 2017 compared to the S&P. https://www.cnbc.com/2018/01/23/wall-streets-star-activists-stumbled-in-2017.html

Title: Re: Hedge funder: ‘if you’re holding cash, you’re going to feel pretty stupid’
Post by: frugledoc on January 23, 2018, 03:19:20 PM
these days, hedge funds are mostly leveraged long funds, if you track their long/short net position, can be a pretty good contrarian indicator once you clean up the data.

err, I doubt it.  Been there done that regarding "contrarian indicators".
Title: Re: Hedge funder: ‘if you’re holding cash, you’re going to feel pretty stupid’
Post by: nereo on January 24, 2018, 06:10:29 AM
https://www.marketwatch.com/story/head-of-worlds-largest-hedge-fund-says-if-youre-holding-cash-youre-going-to-feel-pretty-stupid-2018-01-23

Isn't it ironic/stupid/hilarious that hedge funders fail to accept holding cash as a hedge position? Especially if investors feel the market is too hot.

I know hedge funds want every penny in your wallet so they run the FUD game plan.... again and again and again. They hate it when investors hold back or pull out. (The pun is intended.)

I'm pretty sure this is supposed to be in the "Top is in" thread.
:-P
Title: Re: Hedge funder: ‘if you’re holding cash, you’re going to feel pretty stupid’
Post by: jinga nation on January 24, 2018, 06:43:16 AM
https://www.marketwatch.com/story/head-of-worlds-largest-hedge-fund-says-if-youre-holding-cash-youre-going-to-feel-pretty-stupid-2018-01-23

Isn't it ironic/stupid/hilarious that hedge funders fail to accept holding cash as a hedge position? Especially if investors feel the market is too hot.

I know hedge funds want every penny in your wallet so they run the FUD game plan.... again and again and again. They hate it when investors hold back or pull out. (The pun is intended.)

I'm pretty sure this is supposed to be in the "Top is in" thread.
:-P
It's ok with me if mods wanna move it. However "Top is in" gets too foamy.
Title: Re: Hedge funder: ‘if you’re holding cash, you’re going to feel pretty stupid’
Post by: nereo on January 24, 2018, 06:44:43 AM
https://www.marketwatch.com/story/head-of-worlds-largest-hedge-fund-says-if-youre-holding-cash-youre-going-to-feel-pretty-stupid-2018-01-23

Isn't it ironic/stupid/hilarious that hedge funders fail to accept holding cash as a hedge position? Especially if investors feel the market is too hot.

I know hedge funds want every penny in your wallet so they run the FUD game plan.... again and again and again. They hate it when investors hold back or pull out. (The pun is intended.)

I'm pretty sure this is supposed to be in the "Top is in" thread.
:-P
It's ok with me if mods wanna move it. However "Top is in" gets too foamy.
... I see what you did there.