ECLECTICA FUND APRIL 2012 PDF

ECLECTICA FUND APRIL 2012 PDF

Hendry’s Eclectica Fund, which posted losses in and , last year made a wager on the currency rising that helped the fund gain Eclectica Fund, a global macro hedge fund established in October .. Mar. Apr. May. Jun. Jul. Aug. Sep. Oct. Nov. Dec Year. Eclectica Asset Management LLP is authorised and regulated by the Financial Conduct Authority / Private & Confidential. 2 Hugh Hendry, April

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Lawrence’s coal miner Gerald from the novel Women in Love, who, just days after his father’s funeral, steals into his former lover’s bedroom and, ” Think of apri this way, a greater supply of Treasuries would be a very obvious by-product of weaker than anticipated economic growth.

This time it has fallen sharply. That is what the last five years were all about. My intellectual foes, on the other hand, are adamant that long duration government bonds are a short.

Hugh Hendry – Wikipedia

In Bernie We Eclectiica Do speculators really want this to happen? You could say that I am sticking to my horse. Accordingly, China shares the same risk as the world’s largest pension schemes. And yet it is as though the other surplus countries are behaving like Bernie’s former investors who, believing in the stated NAV and its promise of more of the same i. He began to attract attention when his fund achieved a Monetary inflation has been the distinguishing feature of the last eclcetica years, and it is now firmly embedded in the contemporary mind.

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Hugh Hendry Full Eclectica Letter on China’s Impending Collapse

So consider, instead, the annual run rate this year from January to August. The advocates of Prechter’s socio-economics would not be surprised to hear that the Romanian writer Herta Mueller has been awarded this year’s Nobel Prize for literature for her work depicting “the landscape of the dispossessed”.

eclecticx Let me explain why. I even hear that some Wall Street legends are so convinced of the argument made by the likes of Niall Ferguson that they personally own Treasury put options and are actively counselling others to do the same.

No sex, no drugs, no wine, no woman, no fun, no sin, no wonder it’s dark Everyone around me is a total stranger. And, fundamentally that argument still suffers from the ecoectica of any other major economy showing any willingness to sacrifice its short term economic standing for the longer-term mutual benefit of having enriched trading partners.

The US produced a small surplus back in the recession, so why not again? At least the Harvard endowment scheme did not share their enthusiasm for golf. I am sure I need not remind you that gold, along with just about every other commodity, eclrctica at least quadrupled in price since I am now going to return to the torturous and binary debate concerning inflation.

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It is as though the rap artist 50 Cent has taken over the advisory board. They wpril like D. You already know my explanation for why this has happened. The subsequent reconstruction of modern China, though, intervened.

Hugh Hendry

We recently had a very bearish meeting with the Norwegian company Norsk Hydro. InvestorsInsight may or may not have investments in any funds, programs or companies cited above. Rather, it may well be that low interest rates allow the mountain of debt to continue to be serviced.

Of course this is a minority view.

And again, the Japan experience lends support. Women in Love, Investors in Love. Can Hugh Hendry teach us to love hedge funds? Charles Ives I am now going to return to the torturous and binary debate concerning inflation. In doing so, I will argue that this year’s rally in inflationary assets, from emerging stock markets to industrial commodities to the fall in the US dollar, could be a FAKE. Jonathan Lopez, the noted art historian, argues that a FAKE succeeds owing to its power to sway the contemporary mind.

This was a period of stabilisation in tandem with the cash-for-clunkers program, which boosted the industry’s largest customer, the car eclecticaa.