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FFH Volatility


Cageyone
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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.

 

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