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indythinker85

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    Ukraine?

    in General Discussion

    Posted

    Suppose the US had their only permanently unfrozen and one of their largest naval bases in a territory that was largely inhabited by English speaking pro-American people which used to be part of the United States.  For geographical comparison, let's say the territory in question is the States of Florida and Georgia, with the base in question being in Florida.  Then, the Florida/Georgia government becomes bankrupt and starts shopping around a deal to bail them out.  Seems like the best deal is what the Cubans are offering so they decide to become indebted to them. 

     

    Then of course all of the pro-American citizens in the former US territory (Florida) become enraged and demonstrate and oust the leader who is contemplating this deal with the enemy.  Now the territory is in flux and control over their largest naval base is in jeopardy and all the pro-American english speaking citizens in the zone containing said naval base start getting worried about the anti-Americans who are on the other side of this argument and are also citizens of the same territory but in a different region.

     

    What would the American response to this situation be? 

     

    Would they be hailed as heroes in the press for looking out for their own, restoring order and showing strength in light of political upheaval?

     

    Why is Putin compared to Hitler for a similar response?

     

    The military-industrial complex requires only one fuel - an enemy - and without it would wither and shrink. 

     

    Invert, always invert.

     

    Maybe you should have mentioned in comparison that the territory got freedom from decades of being treated as second class to the main country or that they gave up their defenses on assurances of protection from the people Invading them. That their country has been meddled with since it was formed. So imagine it from the points of view of the Ukranians like you said Invert, always Invert.

     

    Then we can mention why West Ukraine went from a region that was very ethnically diverse into one that became entirely Ukrainian. Although, for good reason the Ukrainian 'nationalists' want to avoid this very embarrassing topic.

    "Macro" Musings

    in General Discussion

    Anyone Else Know Sean Riskowitz? Amazing Returns Wanted Colleagues To Invest

    in General Discussion

    Posted

    Amazing returns. His top performer FinBond was discussed in this thread.

     

    http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/khrom-capital-mystery-lender-a/

     

    Btw anyone read any Khrom Capital letters lately? I really like his letters.

     

    Yeah Eric is nice guy it seems he doesnt post ideas as much lately in his letters http://www.valuewalk.com/2013/11/khrom-capital/

     

    Thanks for the comments on Riskowitz, I dont know SA equities well (and he seems to). I was going to recommend a few small hedge funds for a colleague of mine to invest in (have been trying to convince them to lock up money in good value fund instead of usual risky investments, Khrom was on the list, as well). Will look more at the performance but I think even if concentrated really stands out for 3 years. Berkowitz is concentrated and not all those years were great (of course managing a few million vs billions is very different, but I digress).

    Charlene Chu Is the 'Rock Star' of Chinese Debt Analysis

    in General Discussion

    Posted

    For eight years, until her resignation last month, Fitch banks analyst Charlene Chu has done just that, warning of the impending collapse of China’s debt-fuelled bubble.

    Born and raised in America and a graduate of Yale, she has claimed in painful detail that China has embarked on an unprecedented experiment in credit expansion that far exceeds anything seen before the financial crisis that rocked Western markets six years ago.

    Working out of Beijing, Chu has developed a reputation that has seen her hailed by some of the world’s most important money managers as a “heroine” and treated as a pariah by some within China’s financial elite.

    In a country where the banks, even the largest, are not known for openness, Chu has warned since 2009 about a rapid expansion in lending that has seen something close to $15 trillion (£9.1 trillion) of credit created, fuelling a property and infrastructure boom that has no equal in history. http://www.telegraph.co.uk/finance/newsbysector/banksandfinance/10611931/The-15-trillion-shadow-over-Chinese-banks.html

    Good site for hedge fund letters?

    in General Discussion

    Posted

    I was wondering if there was a site that you guys use to access recent hedge fund letters?  Most notably Appaloosa, Third Point, Greenlight, Baupost etc?  I'm not opposed to a membership/fee site if they have "timely" letters (say Q3 or Q4 of 2013).  Not necessarily for trades but more for the information...

     

    The problem is that even post JOBs act (where hedge funds are more laid back about this stuff) you can only post FULL hedge fund letters if you have permission, otherwise there are copyright issues. You can get around that by adding analysis to segments from the letters (long topic and i dont claim to be legal expert). Most of the big funds are not looking for investors and prefer no one reads their letters besides clients, however, some are more strict than others ie Baupost will not allow letters to be posted, Greenlight wont stop it. Therefore, I do not know of any site which posts these letters in full. However, Loeb's letters are public (not everyone knows that) http://www.thirdpointpublic.com/ and here are some sites which seem to do stories on the major funds on regular basis http://www.hedgefundintelligence.com/ http://www.zerohedge.com/ http://www.bloomberglink.com/people/kelly-bit/ (you might want to check out Bloomberg Briefs), http://www.businessweek.com/authors/1517-katherine-burton, http://marketfolly.com/ http://www.valuewalk.com/ http://online.wsj.com/search/search_center.html?KEYWORDS=ROB+COPELAND&ARTICLESEARCHQUERY_PARSER=bylineAND http://dealbook.nytimes.com/ if im missing any let me know. Also you might find some letters from time to time (like old Baupost ones) but its much harder to find full Baupost letters from any recent years.

    Fairholme Opens up Hedge Fund

    in General Discussion

    Posted

    Too lazy to search but form ADV (public on SEC website) has to disclose all AUM. If hes just investing in same securities (unless i skimmed too quickly) why bother with mutual funds. I mean he has billions in AUM so he cant just close them, but hed make more if he tried to get existing and new investors to HF (gonna assume most AUM is from qualified/instit).

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