Concentration in hedge fund portfolios has been rising throughout the year and approached a record high during the third quarter. In fact, the only time concentration was higher was during the fourth quarter of 2018. Hedge Funds Are Highly Convicted But With Minimal Crowding According to Goldman Sachs' Hedge Fund Trend Monitor for the third […] Read More Historically when numbers get like this it marks a turning point. Think about it, if nearly 80% of fund managers expect a recession, they've already positioned themselves for that event. Should the recession not be as severe or not happen at all, then there is tremendous buying on the upside because of that. If the […] Read More Back in 2019, Chris wrote a lengthy article warning about the house of cards that is Masayoshi San's Softbank. Q3 2022 hedge fund letters, conferences and more Read More Copyright 2022 VALUEWALK LLC, All rights reserved.
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