October 12, 2010
The Second Coming of George Soros? Global macro hedge funds are back. The strategy, by which funds take positions based on the big-animal-pictures view of global economics rather than firm- or sector-specific factors, made George Soros an incredibly rich man 18 years ago when he used it to suck GBP 1 billion out of the [...]
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September 14, 2010
Gordon Gecko was right about greed: It is good. Or at least it makes for a Wall Street movie sequel. Anxiety, on the other hand, is just boring. When investors are no longer feeling greedy but haven’t yet slipped into panic, things get tedious. The good news about this month’s emerging funds ranking is that [...]
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