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Perfect Hedge

This is a blog about alternative investments, hedge funds, the stock market, portfolio management, risk management, commodities, trading systems, managed futures and investing in general.

Wednesday, January 13, 2010

global tactical asset allocation

gtaa
First Quarter 2010 GTAA Macro

Posted by luna at 10:07 AM 6 comments:

Sunday, January 10, 2010

Pimco January 2010 outlook

Bill Gross

why stock market us up so much

Posted by luna at 4:54 PM No comments:

Friday, December 04, 2009

Goldman Sachs Outlook 2010

Resource Reallignment

Posted by luna at 11:51 AM No comments:

Thursday, November 19, 2009

Hedgefunds

the 50 most powerful hedgefunds
what are the best hedgefunds buying

Posted by luna at 10:29 AM No comments:

Gold

Paulson plans Gold only Hedge Fund

Posted by luna at 10:26 AM No comments:

Tuesday, November 17, 2009

Chanos Presentation Ten Lessons Investors will soon forget

Chanos Presentation: Ten Lessons From The Financial Crisis That Investors Will Soon Forget (If They Haven't...

Posted by luna at 9:50 AM No comments:

Hugh Hendry Eclectica Nov 09

Hugh Hendry Eclectica Nov09

Posted by luna at 9:40 AM No comments:

Thursday, October 29, 2009

Paul Tudor Jones 3Q letter

Tudor Third-Quarter Letter

Posted by luna at 7:39 PM No comments:

Wednesday, October 28, 2009

David Einhorn Q3 letter

David Einhorn's Greenlight Capital Q3 Letter

Posted by luna at 10:34 AM No comments:

Jeremy Grantham Q3 letter

Jeremy Grantham Quarterly Letter, Q3 2009

Posted by luna at 10:33 AM No comments:

Wednesday, October 21, 2009

Einhorn Speech Oct 2009

http://www.scribd.com/doc/21311124/Einhorn-Vic-2009-Speech

Posted by luna at 6:06 PM No comments:

Tuesday, July 28, 2009

GMO Quarterly Letter 2009

Jgletter All 2q09

Posted by luna at 1:26 PM 6 comments:

Monday, July 20, 2009

T2 Partners Presentation

http://www.scribd.com/doc/17264357/T2-July-3
T2 July 3

Posted by luna at 9:55 AM No comments:

Monday, June 22, 2009

Banks are not lending

Posted by luna at 11:18 AM No comments:

Thursday, June 04, 2009

IMF

IMF Working Paper: The Federal Reserve System Balance Sheet:
What Happened and Why it Matters

Posted by luna at 9:55 AM No comments:

Morgan Stanley: 30 for 2013

Posted by luna at 9:52 AM No comments:

Tuesday, June 02, 2009

Buiter: What's left on central bank independence

Posted by luna at 11:57 AM No comments:

Barron's Hedge Fund Ranking

Ranking

BA_HF100_090511

Publish at Scribd or explore others: Finance Business & Law hedge fund 100

Posted by luna at 11:54 AM No comments:

Monday, June 01, 2009

Posted by luna at 9:36 PM No comments:

Heinsohn FAZ

Heinsohn: Die nächste Blase schwillt schon
http://tinyurl.com/heinsohn-faz

Posted by luna at 9:36 PM No comments:

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My Blog List

Abnormal Returns

Friday links: living with leverage - Bonds - The correlation between stocks and interest rates is now negative. (axios.com) - Norway's sovereign wealth fund is considering a reduct...
11 hours ago
StreetInsider.com News Articles

Ric Burns' Acclaimed NEW YORK: A DOCUMENTARY FILM Returns with Two New Films September 21st and 22nd On PBS - Visit StreetInsider.com at http://www.streetinsider.com/Press+Releases/Ric+Burns%27+Acclaimed+NEW+YORK%3A+A+DOCUMENTARY+FILM+Returns+with+Two+New+Films+Sept...
1 day ago
commodities - Google News

Oil climbs for 3rd straight day, Brent tops $96 on renewed U.S.-Iran fighting - Investing.com - Oil climbs for 3rd straight day, Brent tops $96 on renewed U.S.-Iran fighting Investing.com
3 days ago
hedge funds - Google News

A $40 Billion ETF Shuffle Helps Foreign Investors Dodge US Taxes - Bloomberg.com - A $40 Billion ETF Shuffle Helps Foreign Investors Dodge US Taxes Bloomberg.com
3 days ago
TraderFeed

Techniques for Mastering Our Trading Psychology - *** *9/2/2026* - Our reactions to markets are a function of our self-talk. *How we process market events determines how we respond to them*. If we pr...
1 week ago
Financial Armageddon

The $40 Trillion Debt Problem Is Colliding With Sticky Inflation—Here’s What Investors Need to Watch Now - The U.S. economy is approaching a dangerous financial crossroads: inflation is still running at 3.7%, the national debt has crossed $40 trillion, long-t...
1 week ago
Calculated Risk

This is the End and a New Beginning - I've been thinking about this for some time. After 21 years of writing this blog almost daily, I've decided to stop writing the daily updates on the blog. ...
7 months ago
The Aleph Blog

Issues Associated with the Current Election - Picture Credit: derek visser (modified to exclude extraneous comments) || Trump and Harris are more similar than different. Both favor the rich, they lie, ...
1 year ago
The Big Picture

RTO Gets Serious: October 1 - If ever a week was ripe for delaying your return to the office, it was this one. Hurricane Idalia cleared out the weather up and down the coast, brin...
2 years ago
WEISSGARNIX

Über 11 Millionen gehen ins Münsterland - [image: Ein Lotto Glückskleeblatt]Die Welt der Lottozahlen haben sehr viele Menschen das erste Mal in ihrer Kindheit kennengelernt. Nicht selten kam es ...
5 years ago
Random Roger's Big Picture

Has The Bear Arrived? - I initiated defensive action in client accounts today with a small purchase. You can read about the trade and my reasoning as to why I believe the odds tha...
8 years ago
FINalternatives

Hedge Fund Launches Exceed Liquidations for Second Consecutive Quarter - Hedge fund launches exceeded liquidations in 4Q 2017 for the second consecutive quarter, and fees are at record lows, as total hedge fund industry capita...
8 years ago
Paul Krugman

The Blog Moves On - But the show goes on.
8 years ago
Mish's Global Economic Trend Analysis

Goodbye Blogger, Hello WordPress: Mish's GlobalEconomicAnalysis has Moved to MishTalk.Com - It's been a long run, but I am leaving Google Blogger for a new home on WordPress. Please bookmark my new site: http://mishtalk.com/ Why Leave? My needs...
10 years ago
The Oil Drum - Discussions about Energy and Our Future

The Oil Drum writers: Where are they now? - - Nate Hagens is at The Monkey Trap - JoulesBurn (Brian Maschhoff) is at Picojoule - Euan Mearns is at Energy Matters - Heading Out (Dave...
12 years ago
Bespoke Investment Group

Bespoke Website Switch - This site has moved to www.bespokeinvest.com.
16 years ago
Portfolio.com: Market Movers

The Times' Rorshach Geithner Story - The New York Times has provided a handy blogging point for today in the form of a long piece on the relationships Tim Geithner formed while head of the N...
17 years ago
World Beta - Engineering Targeted Returns and Risk

World Beta is Moving!! - After growing increasinly frustrated with Blogger, I have decided to move my blog over to the WordPress Platform. Since someone is squatting on worldbeta....
17 years ago
Real Estate and Housing Outlook

Realestate and Housing - realestateandhousing2 @ blogspot is being under development. please check back later.
17 years ago
Nouriel Roubini's Global EconoMonitor

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The Kirk Report

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Bill Cara

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StreetInsider.com News Articles

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Paul Kedrosky's Infectious Greed

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Links

http://www.finviz.com
http://www.sedinc.com

Blog Archive

▼ 2010 (2)
- ▼ 01/10 - 01/17 (2)
  - global tactical asset allocation
  - Pimco January 2010 outlook

► 2009 (23)
- ► 11/29 - 12/06 (1)
- ► 11/15 - 11/22 (4)
- ► 10/25 - 11/01 (3)
- ► 10/18 - 10/25 (1)
- ► 07/26 - 08/02 (1)
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- ► 06/21 - 06/28 (1)
- ► 05/31 - 06/07 (9)
- ► 04/05 - 04/12 (1)
- ► 01/11 - 01/18 (1)

► 2008 (7)
- ► 08/03 - 08/10 (1)
- ► 06/22 - 06/29 (2)
- ► 06/08 - 06/15 (4)

► 2005 (55)
- ► 10/16 - 10/23 (2)
- ► 10/09 - 10/16 (1)
- ► 10/02 - 10/09 (1)
- ► 09/18 - 09/25 (8)
- ► 08/28 - 09/04 (1)
- ► 08/21 - 08/28 (1)
- ► 08/14 - 08/21 (3)
- ► 07/10 - 07/17 (13)
- ► 07/03 - 07/10 (20)
- ► 06/26 - 07/03 (3)
- ► 04/24 - 05/01 (2)