Jump to content

FFH Volatility


Cageyone

Recommended Posts

Their bond portfolio would have done very well in the 4th quarter. We might even see a reversal of some prior losses on the deflation hedges with the collapse in oil and the drop in global rates. BBRY was up some 10% too which isn't trivial across the ~1B invested in it though it's given it all back so probably won't count for much outside of making the earnings appear better.

 

I think it will be a good quarter, but not a spectacular one.

 

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...