måndag 21 april 2008

BEARISH

Barron's Magazine har intervjuat 5 topp hedgefondförvaltare om vad de tror om USA marknaden. En gemensam nämnare är att alla är baissade.

James Melcher (Balesta Capital Partners - annualized 3-year performance of 49%) "remains a bear because he thinks more bad news will come out, possibly in the credit-default swap marketplace, owing to the confusing array of huge cross-pledges big institutions have made", "I fear it's going to get worse before it gets better".

Philip Falcone (Harbinger Capital Partners Flagship - annualized 3-year performance of 44% ) "is retaining his short position in financial stocks, because he thinks market enthusiasm triggered by aggressive Fed action is overdone",

John Burbank (Passport II Global - annualized 3-year performance of 66%) " is not enthusiastic about US markets",

Andrew Redleaf (Whitebox Hedged High Yield - annualized 3-year performance of 21%) " The stock market is set for a long decline, which many investors will refuse to acknowledge until it is to late".

Marko Dimitrijevic (Everest Capital Emerging Markets- posted a 23.10% annualized three-year return.)

Hela artikeln finns på: http://setup2.barrons.com/article/SB120795389260809035.html?mod=rss_barrons_funds/Q_and_A

2 kommentarer:

Anonym sa...

Be contrarian, det är dags att gå in!

Gekko sa...

Kan vara helt rätt!
Själv försöker man fokusera på rapporterna som kommer. Har ingen marknadskänsla just nu. Ena dagen är man haussad,för att nästa dag vara baissad.