Markets

HUGH HENDRY: ‘I Can No Longer Say I Am Bearish’

Hugh Hendry of Eclectica is one of the more articulate and closely followed hedge fund managers in the world today. Until today, he was also one of the more bearish managers too. “I can no longer say I am bearish,” said Hendry today according to InvestmentWeek. “When markets become parabolic, […]
HUGH HENDRY: ‘I Can No Longer Say I Am Bearish’
Markets

HUGH HENDRY: Don’t Tell Me China Will Sell Their US Treasuries

Here is an excellent interview at The Economist Buttonwood Conference featuring Hugh Hendry. You may have to enter your email address to play, but I doubt it has to be accurate as there was no verification process. The interview is well worth a play in entirely, covering Gold, Hyperinflation, Treasuries, […]
HUGH HENDRY: Don’t Tell Me China Will Sell Their US Treasuries
Markets

JIM ROGERS: Hugh Hendry Is Dead Wrong About China

[credit provider=”AP Images” url=”http://www.apimages.com/OneUp.aspx?st=k&kw=jim%20rogers&showact=results&sort=relevance&intv=None&sh=10&kwstyle=and&adte=1331092229&pagez=60&cfasstyle=AND&rids=63b33e029673411ab0290b376137f31c&dbm=PY2009&page=1&xslt=1&mediatype=Photo”] Investment guru Jim Rogers has long been bullish on China.And hedge fund manager Hugh Hendry and Societe Generale’s Albert Edwards have long been bearish on the Asian giant.
JIM ROGERS: Hugh Hendry Is Dead Wrong About China
Markets

HUGH HENDRY: A Profound Market Moment Is Coming In The Next Few Years

[credit provider=”Milken Institute/YouTube” url=”http://www.youtube.com/watch?feature=player_embedded&v=ObMfmE3JMAc#!”] Hugh Hendry, CIO and co-founder of Eclectica Asset Management, waxed deeply bearish about the state of the global economy in a panel at the Milken 2012 Global Conference yesterday.While acknowledging the fundamental strengths of the U.S. economy, he told attendees that the markets are about to […]
HUGH HENDRY: A Profound Market Moment Is Coming In The Next Few Years
Markets

HUGH HENDRY: My Greatest Fear Is That Europe Will Confiscate My Assets

[credit provider=”Milken Institute” url=”http://www.milkeninstitute.org/events/gcprogram.taf?function=videos&eventid=GC12″] Eclectica Asset Management CIO and co-founder Hugh Hendry told a panel at the Milken Institute’s 2012 Global Conference yesterday that his biggest fear in Europe was confiscation of his and his client’s assets.The poor health of the banking sector amid tepid growth and concerns about the future […]
HUGH HENDRY: My Greatest Fear Is That Europe Will Confiscate My Assets
Markets

You Have To Be Delusional To Be A Huge China Bull Now

[credit provider=”dizzylizzy1227 on flickr” url=”http://www.flickr.com/photos/dizzylizzie/6932703511/”] Since perhaps late 2010, I have been bearish and getting more bearish on China The reason I got bearish on China at the very beginning was not particularly sophisticated, but from an observation that the Chinese stocks market have been doing very badly probably since […]
You Have To Be Delusional To Be A Huge China Bull Now
Markets

In The Past Week, We Heard 3 Huge Bears Say One Really Bullish Thing About The US

[credit provider=”Daisyree Bakker / Flickr” url=”http://www.flickr.com/photos/[email protected]/4425848358/”] We’re beginning to think that US natural gas/energy is the most popular contrarian idea there is, if that is even possible.In the past week, we’ve heard three people who could definitely be described as being overall bearish say positive things about US domestic energy.
In The Past Week, We Heard 3 Huge Bears Say One Really Bullish Thing About The US