{EMAIL} “World’s Most Bearish Hedge Fund” Is Short The Dollar, But Has A New Big Long… The Russian Ruble

The latest news you must read from ValueWalk - everything hedge funds and value investing [View in browser]( ValueWalk Premium Dear ValueWalk Readers check out the latest news below [LIMITED TIME - Ends 10/31/19̶ o̶r̶ ̶a̶f̶t̶e̶r̶ ̶f̶i̶r̶s̶t̶ ̶2̶0̶ ̶s̶i̶g̶n̶ ̶u̶p̶s̶ next 12 ONLY whichever comes first!]( [Click right here to get your special discount]( [“World’s Most Bearish Hedge Fund” Is Short The Dollar, But Has A New Big Long… The Russian Ruble]( [“World’s Most Bearish Hedge Fund” Is Short The Dollar, But Has A New Big Long… The Russian Ruble]( After a disappointing first half of the year, the Horseman Global Fund achieved a positive performance in September. Following a loss of 6.9% in June, 2.8% in July and 5.1% in August, the fund added 1.8% in September, improving year-to-date losses to - 8.8%. According to Horseman's September performance tear sheet, a copy of which […] [Read the rest of this article by clicking right here]( [Aussie Hedge Fund Cheers The Return Of Volatility]( [Aussie Hedge Fund Cheers The Return Of Volatility]( The markets have been gliding along in a low-volatility environment for quite some time, which has left investors starved for returns. It finally looks like things are changing though, and hedge funds are happy to see it. Q3 hedge fund letters, conference, scoops etc In a recent letter, Moab Partners focused on the . . […] [Read the rest of this article by clicking right here]( [Growth BY President A Data Analysis]( [Growth BY President A Data Analysis]( Last Thursday, the Wall Street Journal (WSJ) released an opinion piece titled “Growth Is on the Ballot”. The WSJ Editorial Board began the article with this quote from Lawrence Summer, former advisor to President Obama: Q3 hedge fund letters, conference, scoops etc “If [Donald Trump] were elected, I would . . . SORRY! This content […] [Read the rest of this article by clicking right here]( [Moody’s: Pensions Will Benefit From Rising Rates But Unfunded State Pension Liabilities Now At A Massive $4 Trillion]( [Moody’s: Pensions Will Benefit From Rising Rates But Unfunded State Pension Liabilities Now At A Massive $4 Trillion]( Pension funds' performance figures have come under fire over the past few years. Most of these funds are struggling to hit their targeted annual return, despite strong equity markets. As a result, unfunded pension liabilities are blowing out. Q3 hedge fund letters, conference, scoops etc According to a recent update from the Federal Reserve, the […] [Read the rest of this article by clicking right here]( [Raw Excel Datasheets And Macro Data For Roger’s Articles]( [Raw Excel Datasheets And Macro Data For Roger’s Articles]( Most of our readers are bottom down investors but a good percentage like to at least consider macro if not put a very heavy weight to it. Therefore, we have ramped up our premium section with some awesome macro articles with lots of data to see how we came to our charts. Since it is […] [Read the rest of this article by clicking right here]( [There Is No Simple Rule Of Thumb For Stock Market Valuations]( [There Is No Simple Rule Of Thumb For Stock Market Valuations]( In finance, there are often well-known rules of thumb for investing that can easily become embedded in consensus thinking. For market timing, the well-worn “Buffett ratio” compares the value of stocks relative to the nation’s economic output. Other market timing formulas compare the relative value of government bond rates to the dividend yield provided by […] [Read the rest of this article by clicking right here]( [Q3 2018 Top And Emerging Hedge Fund Managers – Conferences, Letters And More: Einhorn, Highfields, Horseman, Tourbillon, Pabrai etc – Last UPDATED 10/22 2:35PM EST]( [Q3 2018 Top And Emerging Hedge Fund Managers – Conferences, Letters And More: Einhorn, Highfields, Horseman, Tourbillon, Pabrai etc – Last UPDATED 10/22 2:35PM EST]( Small caps q4 Q4/FY/H2 2018 q1 2018 Q2 2018 Q3 small caps This page was just created on September 29th 2018 it will be updated a LOT for the next 90 plus days! As a reference in Q2 18 i updated the page about 116 times or more than once a day for 90 days […] [Read the rest of this article by clicking right here]( [Madera ONE Fund Up 89% YTD – 3Q18 Commentary: Something Old, Something New – Our new big short]( [Madera ONE Fund Up 89% YTD – 3Q18 Commentary: Something Old, Something New – Our new big short]( Madera Technology Partners commentary for the third quarter ended September 30, 2018; titled, "Something Old, Something New." Dear Partner, It is invigorating to see the amount of profound value that innovation is generating. I remember walking between meetings in San Francisco in summer of 2008, and just taking a mental step back to put everything […] [Read the rest of this article by clicking right here]( [Weak Investor Allocations Continue To Weigh On Hedge Funds]( [Weak Investor Allocations Continue To Weigh On Hedge Funds]( Hedge funds did a bit better last month in terms of performance-based gains, but unfortunately investor outflows continued, according to data from Eurekahedge. Overall the Eurekahedge Hedge Fund Index was in the red for September while the broader world market was in the green. Hedge funds down 0.06% Preliminary data indicates the index declined 0.06% […] [Read the rest of this article by clicking right here]( [Amazon, Google Are Ready To Disrupt BlackRocks Of The World, Says Moody’s]( [Amazon, Google Are Ready To Disrupt BlackRocks Of The World, Says Moody’s]( The "Amazon effect" isn’t only about technical superiority disrupting retail stores. Increasingly, big tech firms such as Facebook, Apple and Alphabet (Google) are poised to disrupt and potentially displace incumbent asset management and financial services firms, particularly as passive forms of investing gains popularity. Several reports point out that the market changes, impacting brokerage firms, […] [Read the rest of this article by clicking right here]( [Not interested in any of the above? 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