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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: pogohere who wrote (40376)	9/25/2008 3:47:33 PM
From: TobagoJack	1 Recommendation Read Replies (3) \| Respond to of 218140

just in in-tray Anyone else worried about a "melt up" of sorts here? I've been talking to quite a few people at the CLSA Conference, and the consensus is that Hedge Fund "Fund of Funds" are seeing huge redemptions, and other hedge funds are being served notice as well. As most funds require a 45-90 notice before redemptions can take place and the fact that most hedge funds have had the worst quarter in history this month, I suspect that redemptions for Dec. 31 year end will be huge. Because of that, I'm guessing we see some totally illogical moves in stocks in the next couple of months as hedge funds have to take off positions and reduce the size of their trades. So what trades are "most crowded" amongst hedge funds? I'm guess transports on the long side and obviously financials on the short side..... I'm covering my short on the KBW Bank Index ETF as we speak. I think there are going to be some great opportunities to set some shorts in the next couple of months, but in the meantime, we're going to see some totally illogical moves in prices on some stocks as funds take trades off..