Posts Tagged ‘George Soros’

Global Macro

In Articles on August 12, 2011 at 4:27 pm

When you talk about global macro funds, George Soros, Julian Robertson and Michael Steinhardt immediately come to mind. Or the well-known CTAs, Paul Tudor Jones or Louis Moore Bacon

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Next Seismic Shift Speculation

In Articles on August 11, 2011 at 12:02 pm

Continuing with my idea speculation of the next big trade, if QE3 is on the cards, see Goldman Sachs Sees Fed Resuming Easing, then perhaps The Next Seismic Shift Will Be the Gold Trade. As John Paulson asserted, Gold Will Go To $4,000, my eyes will be peeled for the up-trending gold miners. If his prediction is right (just like his subprime greatest trade ever), this slight blip will be soon forgotten (see John Paulson Hits a Soft Patch).

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George Soros and the Theory of Price Reflexivity

In Articles on August 9, 2011 at 4:48 pm

Perception is reality. At least according to George Soros’ interpretation on price reflexivity that implies a self-reinforcing boom and bust pattern, i.e., prices do influence the fundamental and change expectations thereafter through price dynamics. We certainly wouldn’t like to relive the incoming train wreck of the subprime mortgages culminating with full speed. The recent precipitous 12-day drop of the Dow Jones certainly brings back the fear instinct in all of us. All the market needs now is a boost of confidence to reverse the trend.

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Juxtaposition Between Soros’ and Lahde’s Farewells

In Articles on July 26, 2011 at 11:50 pm

Few will vaguely recall the infamous hedge fund manager Andrew Lahde of Lahde Capital Management who made 877% betting against the subprime market in 2007. It comes as a slight surprise that Soros chose to join the ranks of other legendary hedge fund managers to manage their own funds, in light of the new regulation.

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