HEDGED.BIZ

A look at economics, markets, finance and the irrational human being

The next leg down in Asia?

“I like Asia.  You don’t have to sell me the story but I’m going to wait until the next leg down before making any allocation”.
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Hedge Fund Incubation and Seeding. A perspective for 2009.

In the interest of full disclosure, First Avenue Partners of which I am a partner, runs a hedge fund seeding and incubation business. I generally don’t talk my own book and I don’t intend to start now, but I will speak generally about the industry without specific reference to what we do. So please read
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Reducing beta in Asia but still money to be made

‘Reduce beta in May and go away’ may not have quite the lyrical simplicity of the original old market adage, but may well prove to be appropriate this year.
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Hedge Funds, State of the Craft, 2009 05

Its time for another review of the State of the Craft. Is it going to be easier to make money? Is it going to be harder to make money? Where was money made? Where was it lost? What are investors looking for? What have investors done?
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Credit Markets, How Worried Should We Be?

My colleague Oliver Bergmann who heads up our hedge fund incubation business and I were discussing how the world of credit spiralled so quickly out of control. He sent me the following article by David Merkel who writes a very interesting blog called The Aleph Blog (www.alephblog.com).
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