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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: Mike Johnston who wrote (68015)8/10/2006 5:03:00 PM
From: mishedlo  Read Replies (3) | Respond to of 110194
 
Interesting post on hedge funds
Message 22707836

Not included in the piece is my belief that hedge funds are down for the third month in a row.

The thing is GM and F and other pension plans are increasingly going to hedge funds as a way to get fatter returns. This will blow up. I am not sure when. But money going to money heaven is by definition deflationary.

Mish