Economic Barometer

Hedge Funds Rethinking their Bets on Dollars

June 16, 2016 James Heinsman Economic Barometer

As we arrive at the end of 2016’s second quarter some hedge funds are rethinking their positions on the direction of the US dollar. The early days of the year brought precipitous falls in the value of the dollar, sending many investors to unload their stakes in greenbacks. Recent data have shown a serious sea-change […]


Philip Simotas, ROW Asset Mangement, US dollar,

Hedge Funds’ Outlook for 2016

January 14, 2016 James Heinsman Economic Barometer

2015 was a challenging year for hedge funds. 2016 is also looking uncertain. One example of this was the recent drop by 6% of the S&P 500, making it “one of the worst weeks on record for the U.S. stock market.” However, in China things have been looking quite different for hedge funds. According to […]


Andrew Osterland, CNBC, Joseph Zeng, Laus Wille, ValueWalk,

Seminole Battening Down the Hatches as Financial Storm Refuses to Subside

December 7, 2015 Ryan James Economic Barometer

After 20 years of managing the $3 billion Seminole Capital Management Co. Inc., its co-founders have decided the time has come to step back and circle the wagons. Michael Massner and Paul Shiverick wrote a blunt letter to their investors describing a list of troubles facing the fund. The combination of high-frequency traders, the increased […]


Michael Massner, Paul Shiverick, Seminole,

Hedge Funds Grabbing Talent from High Tech Companies

November 30, 2015 Debbie Jacobs Economic Barometer

As technology plays an increasingly important role in investing, hedge funds are becoming more aggressive in grabbing the best and the brightest away from their traditional home, Silicon Valley. Highly skilled computer scientists are called quantitative financiers when they are working in the financial management industry. Over the years they have developed innovative and increasingly […]


Jared Butler, Selby Jennings, Silicon Valley,

Marc Lasry Says More Federal Stimulus is a Mistake

November 3, 2015 Ryan James Economic Barometer

After the economic crisis of 2008-2009, the US Federal Reserve lowered interest rates to help jump-start the economy. By providing inexpensive loans to businesses, the Fed hoped that the economy would get back on track. Unfortunately, growth continued to lag and the Fed decided more intense intervention was necessary. Thus was born the economic tool […]


Avenue Capital Group, Marc Lasry, Quantitative Easing, tapering, US Federal Reserve,

Managers Face Deep Pay Cuts During 2014’s Bad Year for Hedge Funds

May 10, 2015 Maria Morales Economic Barometer

It is no secret that 2014 was one of the worst years in history for hedge fund returns. And don’t think the managers of these funds haven’t had to take some of the responsibility, in the form of lower wages. As a group the 25 top-earning hedge fund managers collected what most of us would […]


14th annual Rich List, Alpha magazine, Bridgewater Associates, Citadel, Hedge Funds,

Hedge Fund Manager Having Bad Case of Déjà vu

March 18, 2015 PJ Moore Economic Barometer

Andy Redleaf, CEO of Whitebox Advisors, sent an internal memo last Sunday expressing worry that he sees signs of another crash on the offing, similar to that of 2007. The memo, which was obtained by, quotes Redleaf as saying: “I think it is a truly scary time.” Whitebox manages $4.2 billion in assets. Specifically, […]


Andy Redleaf, market crash, Whitebox Advisors,

Fund Guru Odey Warns Against China Dependence and Coming Recession

March 9, 2015 Debbie Jacobs Economic Barometer

Crispin Odey, one of the world’s most respected hedge fund managers expressed concern that economies that depend on China for their income are on the path towards recession. He further cautioned that central banks will not be able to save these economies since their supply of policy tactics have already been played out. Odey is […]


Australia, China, Crispin Odey, recession, short positions,

Stop Worrying about Leveraged ETFs, Say Feds

February 12, 2015 James Heinsman Economic Barometer

Many in the market have had concerns that leveraged exchange fund trades could create market volatility – a new study explains that these concerns are misplaced. As two Federal Reserve Board economists explain, capital flows actually reduce the need for ETFs to buy and sell assets to match movements that are happening in benchmark indexes. […]


Gold Gains Favor with Hedge Funds

February 2, 2015 James Heinsman Economic Barometer

Gold’s allure is growing as hedge fund managers look with caution to slowing European and Asian economies, which in turn can freeze US economic growth. Investors are turning to gold by the droves, with an 80 percent increase in their net-long position this year over last year. In addition, the economy’s growth during last year’s […]


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