Statar Capital was up 12.18% net for September, ending a challenging third quarter on a high note after returns of -9.92% for July and -12.49% for August. Year to date, the fund is up 9.4%. The fund had $2.9 billion in assets under management at the end of September. Natural Gas In their September letter […] Read More
Bonhoeffer Fund's performance update for the month ended October 31, 2022. Q3 2022 hedge fund letters, conferences and more The Bonhoeffer Fund returned 3.9% net of fees in October, for a year-to-date return of -27.1%. Bonhoeffer Fund, LP, is a value-oriented private . . . SORRY! This content is exclusively for paying members. SIGN […] Read More
"Everything is amazing and nobody is happy." – Louis C. K. Read More
When the oil market liberalized in the 1970s, a group of commodity trading buccaneers led by the infamous Marc Rich made fortunes by connecting buyers and sellers and surfing the price swings of this newly tradable commodity. Half a century later, some of Rich's spiritual descendants are hoping to pull off a similar trick in […] Read More
The macroeconomic environment is mixed right now, with strong consumer and financial markets that expect the Federal Reserve to pivot at every meeting. However, one well-known investor is concerned that a significant percentage of capital allocators haven't experienced the type of situation that's occurring now. He compared today's market to that of 2001 and 2002. […] Read More
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