Browsing Tag


Reflation watch hedge fund edition

Here’s another bullet point in our ongoing tally of reflation indicators. It’s the return of risk in the form of start-up hedge funds (John Meriwether included). From the FT: Hedge fund launches are growing in size and number after…

Way too much risk in the equity market

Following up on my “Sell equities” post, I want to highlight a factoid from today’s David Rosenberg’s Breakfast with Dave distribution. Never before has the S&P 500 rallied 60% from a low in such a short time frame as six months. And…

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