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Strategies & Market Trends : The Art of Investing

PICK 49.84

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Dec 10 4:00 PM EST

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To: Sun Tzu who wrote (6293)	2/3/2023 10:01:21 AM
From: Sun Tzu	Read Replies (1) of 10690

As a follow up, a better feel for the timing of these can be had when you keep track of hedge fund redemption schedules. Most hedge funds require a 30 day notice (a few want 45 days). This is why Paulo emphasized Feb 1st as the do or die date. He is saying that by the end of January people look at their fund's performance and send notices for March redemption. Further fine tuning can be done by tracking what the large funds are holding. F1 filings in February will be studied to see who and what is likely to move in March based on redemption notices sent yesterday. I know this is not what most investors here look to. But there is a real war going on out there and the more nimble funds keep track of how their competitors are doing and what they are holding to make a play for it. Much of what happened with GME and AMC could be explained as a battle between competing hedge funds and the retail investors they recruited. Last time it was Tiger Global and their holdings that made the rounds. Now it's a different set but the same play. Next week the drum beats should die down and we will likely see more normal moves. I will then reposition and take profits as appropriate.

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