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Column: When Market Forecasters Should Earn Their Credentials: McGeever

Column: When Market Forecasters Should Earn Their Credentials: McGeever

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ORLANDO, Fla., Dec 8 (Reuters) – When Yogi Berra said it was hard to make predictions, especially about the future, he probably didn’t have financial market analysts in mind. But the famous baseball player’s famous malapropism, also similarly expressed by others, probably applies as much to predicting the outlook for stocks, bonds and currencies as …

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Unlikely bets on breaking the Hong Kong dollar peg add up

Unlikely bets on breaking the Hong Kong dollar peg add up

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SINGAPORE/HONG KONG, Dec 5 (Reuters) – This is what markets call “tail risk”: a highly unlikely scenario in which Hong Kong’s currency peg suddenly collapses. Still, market prices suggest betting on such a shock is building in the hedge fund world, and some traders say that makes a lot of sense. Billionaire fund manager Bill …

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Here's how a hedge fund bucks the tide and beats the markets

Here’s how a hedge fund bucks the tide and beats the markets

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Fund managers White Shoe Boston GMO – founded by Jeremy Grantham – are pulling the spotlight this year with their “equity dislocation” investment strategy. This strategy, unveiled almost exactly two years ago, buys the cheapest “value” stocks, then bets against the most expensive “growth” stocks. This “equity dislocation” portfolio gained a stunning 21% from October …

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Energy could be a decade's hedge for investors as inflation remains elevated

Energy could be a decade’s hedge for investors as inflation remains elevated

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World War II By Arthur Salzer With underlying inflation at a 40-year high of 6.6% in the United States and even higher rates in Europe, many investors are finally starting to take the threat of inflation seriously. Due to the age of most lifelong investors and portfolio managers, the only point of reference they can …

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