Naked Hedge Fund

The bulls have got the market churning again even though a week earlier everything was completely different. A bottom call from Doug Kass and some “value buying” later we are back to where we started with our recent short. Chart…

Back to square one.

Naked Hedge Fund weekly. 2 page PDF report on full post.

YTD 5 trading days. YTD NHF Portfolio +1.02% vs S&P 500 -3.3%

Robert Prechter is known for his ultra bearish calls and yes… Dow 1000 would fall into that category (90% drop from our current levels). In this New York Times article they give a little background on Prechter and there is a bit of a sense that they are belittling his theory…..

Not Uncle Sam’s Market

YTD 5 trading days. YTD NHF Portfolio +6.42% vs S&P 500 -8.3%

Naked Hedge Fund weekly. 2 page PDF report on full post.

Howard Davidowitz is great at voicing his opinion and I think that his thoughts are usually pretty spot on. These 2 videos are an example of that.