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basant
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   Posted: 04/Oct/2006 at 1:54pm |
Hey we seem to have become the sabse tej in reporting the down fall of Hedge funds. Bubble Vision did it when Amarnath was out hit wicket and Reetesh this seems to be retired hurt right now.
While I could not find the link this caught my eye " a Hedge fund manager marrying his daughter"Remember Benjamin Graham who was supposed to have been dating his son's sweet heart. These guys see only numbers and nothing else.
Edited by basant - 04/Oct/2006 at 3:10pm
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reetesh
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Posted: 04/Oct/2006 at 2:08pm |
But,Sir the problem is they are causing problems to all of us in because we are in same squad or team.
Very very interesting marriage, I missed it initally.
and here is the link once again:
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When going gets tough, that’s when tough (people) gets going.
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BubbleVision
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Posted: 04/Oct/2006 at 8:08pm |
But in my mind smart people will reliase that equity is best among all asset classes over a period of time.
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Reetesh -- This is not true...Ask Jim Rogers...There was a research done By Stanford Univ.. that showed that Commodities and NOT equities gave the best return since 1962.
Mind you -- this is when compared with US Stock Index S&P 500 (inflation adjusted)... The emerging Markets can give you better return, but you will also have to factor in the volatility of the EM's If that is done the Commodities have been the outperformers....
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You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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reetesh
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Posted: 04/Oct/2006 at 8:21pm |
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To me not all commodities are classified as asset, anyways can you tell me how many Long-short or long only fund has gone bust in Equities with 30-35% correction and see whats happeing in commodity market, EM`s are not as volatile as commodity as an asset class, performance with from 1962 we need to look at base effect also, performance with sustenance is what matters and with consumption gold,oil few others will move.
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When going gets tough, that’s when tough (people) gets going.
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BubbleVision
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Posted: 04/Oct/2006 at 8:29pm |
Hedge Funds going bust in Commodities has to do with Risk Management or the lack of Risk Management and Not the Asset classes....You need to look at the IT funds those were launched in 1999-2000 period and compare the returns and see that how many funds have wound up....
EM's are more volatile ...I guess you need to look over 30 year period to track volatility and not a 3 Month period.. And Even if you look at 3-Month then look at EM index and commodities Index (Including Softs) and you will see that has happened...
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You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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reetesh
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Posted: 04/Oct/2006 at 8:43pm |
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same funds are also operating as equity long-short or long only fund so I will not question there risk management not so long ago there was correction of same magnitude is stocks but there was no problem and I will again repeat that I am talking about all sector as asset class in equities not only tec. there has been several intances like this in commodities and like individual stocks there will be out performance in select commodities, like gold and oil and latter will sustain also but I have my doubts about others and we can include silver also.
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When going gets tough, that’s when tough (people) gets going.
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reema
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Posted: 04/Oct/2006 at 8:59pm |
This forum has a topic that equity performs best in long run. This study is for 200 years but from 1962 I do not know maybe Bubble Vision is right.
The other problem we face in commodities is that we will have to speculate (futures) as we cannot store 100 barrels of oil in the back yard or take delivery of 20 tns of zinc but as small investor I can buy 25 ONGC and 100 HZL.
SO equity is for the general investor whereas commodity is a specialised play I presume.
Edited by reema - 04/Oct/2006 at 9:01pm
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You should try to add wealth not multiply it
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BubbleVision
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Posted: 05/Oct/2006 at 1:29pm |
Another One HF... Now from US and Euro Bonds...Name Vega Asset Mgmt
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You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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