Category Archives: Not Categorized

Credit Thaw, LIBOR Trend, Commercial Paper,M Hanson Real Estate, CA Home Sales Report, Earning of Interest ABX, NETL

We have been following the LIBOR story since the beginning of the credit crisis. Conventional wisdom suggests that if the LIBOR rate is going up then there are problems with the credit markets and if rates are going down then credit is flowing freely. This story highlights a possible wrinkle in this theory. Rates are clearly going down but the […]

Obama on the Recession, Fed’s Beige Book, Treasury Auction Results

President Obama says US may be seeing beginning of end of recession -DJ Sure, and the emperor was wearing clothes… ECONX Summary of Fed’s Beige Book Reports suggest that economic activity continued to be weak going into the summer, but most Districts indicated that the pace of decline has moderated since the last report or that activity has begun to […]

BHA Q1 2009 Alternative Investor Report

Working with a group of 150 alternative investment managers, alternative investor research company, Brighton House Associates,(BHA) published its Quarterly Research Report highlighting insights and trends from this research that are most pertinent to industry professionals. In summary of the report, the markets continued their downward trend in Q1, but the ability of hedge fund managers and alternative investors to adapt […]

FASB Rule Changes, All Hail the Blue Dogs, SOHU/CYOU/GLW Earnings

RCM Comment: We must keep an eye on this major development. If FASB stands firm and makes the changes desired then possibly 3rd and certainly 4th quarter earnings announcements for financial companies should be entertaining. These changes would make it exceedingly more difficult for the financial group to hide and misrepresent the true conditions of the business. Accountants Gain Courage […]

Loan Modifications * Recession Proof * Recovery Timing

Subprime Lenders, Transformed With shady subprime-lending practices behind us, former subprime lenders have been forced to put their devious skills to work elsewhere. The complexities of loan modifications have attracted many ex-lending predators and provided them a vehicle to employ their corruption. Now no one is saying that each and every person involved in loan modification is corrupt. In that […]

HedgeCo Hedge Fund Blog hits #6 in the top 10 Hedge Fund Blogs

Just wanted to congratulate all of our great bloggers for getting us on the top 10 Hedge Fund Blogs list from Blogs.com http://www.blogs.com/topten/top-10-hedge-fund-blogs/ Also on the list are: FT Alphaville FiNTAG Hedge Fund Hedge Fund Law Blog Hedge Fund News HedgeFundBlogger.com HedgeWorld Hedgefund$ Weblog The Hedge Fund Implode-o-Meter

U.S. Dollar Downtrend / Equity Market Rally, Inflation Trade vs. Economic Recovery

Take a good look at the chart above courtesy of “The Market Ticker.” The secret to the equity markets’ strength recently and perhaps going forward may be revealed by the downtrend highlighted. Most of the conversations I’ve witnessed on the topic of the current market rally have centered around the recovery of the economy. I’ve heard countless arguments about earning […]

ACA Compliance Alert – Private Fund Investment Advisers Registration Act of 2009

Private Fund Adviser Registration Proposed The proposed Private Fund Investment Advisers Registration Act of 2009 (the “Registration Act”), issued on July 15th by the Treasury Department, is the next step in the Obama Administration’s efforts to increase transparency in the capital markets. If the legislation is voted into law, the Registration Act will require most unregistered investment advisers managing more […]

Fund Of Hedge Fund Operational Due Diligence – Study

Jason Scharfman, Managing Partner at Corgentum Consulting, LLC, sent me a recently completed a study focused on operational risk frameworks in fund of hedge funds, ‘Analyzing Operational Due Diligence Frameworks In Fund of Hedge Funds.’ In short, they analyzed and surveyed over 275 hedge fund allocation organizations (primarily fund of funds) around the world with a variety of AUM (39% […]

The New “R” Word: Reset

The New “R” Word: Reset Over the past 18 months, we have been inundated with bleak tales of economic strife. Inevitably, the media has worn us all thin with their never-ending string of bad news. Yes, we are stuck in the thick of a very painful recession. Unemployment rates are flirting with double digits, fears of inflation are beginning to […]