This Hedge Fund Strategy Ain’t Overcrowded

Everyone wants to be a contrarian.  Here is an interesting suggestion that a hedge fund can be contrary by selling stocks short.  The evidence here is not very convincing, since even those hedge funds that are not labeled as “short only” maintain substantial short positions and use leverage. But first, take a look at the […]

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What are the odds of 2006 being a positive year?

Here’s an interesting topic from Barry Ritholtz’s site, The Big Picture. Link: What are the odds of 2006 being a positive year?. I just had an interesting conversation with Mike Panzner, Director of Institutional Sales Trading at Rabo Securities. Mike is a quant who has an interesting take on the markets. Assuming the SP 500 […]

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