Market Folly

Farallon Capital: Another Hedge Fund Likes CapitalSource

Andoverman, you didn't miss anything. The original title of the article is different on our site MarketFolly ("Farallon Fancies Capitalsource"). The SA Editors re-titled it and you are correct in insinuating that it is misleading a bit. We were merely pointing out in the article that is their largest US equity long position by a wide margin.

Hedge Fund Blue Ridge Concentrates on Apple

Born1929,

You can make money off hedge fund holdings certainly. We've illustrated that with our Market Folly portfolio that is seeing 20.5% annualized returns. It invests in the very SEC filings we track and post up. See our post here: www.marketfolly.com/20...


On Sep 04 08:25 AM BORN1929 wrote:

> why to spend all the lifetime to track others past holdings, where
> you can make money out of it

Nasdaq Hits Resistance at Fibonacci Retracement Level

commenter "no more spending", seeking alpha does not compensate any of its contributing authors unfortunately. No clue as to why they don't, but the only people paid are the editors.

Eclectica Fund's August Commentary

Just fyi, he isn't calling inflation itself a crowded trade. He's calling the "people anticipating inflation" a crowded trade. Doesn't mean they have all put the position on yet as there's plenty of time for things to unfold. Just wanted to clarify.

Eton Park Loads Up on Options

All of the positions in this article (taken via their 13F filing) are long positions. i.e. long calls, long puts, etc. What's unfortunate for us is that they are not required to disclose the short positions.... so we'll never know if they are also short puts or short calls on the same positions; further complicating their true position.

This is why we ultimately like to track straight up long/short equity focused funds. While we can't see their shorts, we get a true sense of their longs. Thanks for the comment.

Lone Pine Challenges Shorts with Green Mountain Coffee Stake

Not sure if there will be a second squeeze but we thought it was prudent to highlight what happened last time. Short interest has always been high in this name. But then again, hedgie presence has been building in it too.

John Paulson: Long Financials

User,

hedge funds typically have share classes denominated in US dollars, euros, or pounds sterling. Paulson also has a share class that is denominated in gold rather than a fiat currency. As such, they have hedged that by buying a lot of GLD. Hope this helps.


On Aug 16 08:33 AM User 404977 wrote:

> I don't understand what the author means about the GLD holdings beining
> a hedge against their fund share class?

Q209 Hedge Fund Portfolio Tracking

thanks for all the positive comments everyone, it sincerely means a lot! we'll keep doing what we do!

Important Support Levels for Gold in View

want to place further emphasis on the word "potential" that we said in the article. each person sees different things and that is why technical analysis is in the eye of the beholder. We also see the possible double top as many of you point out. We're merely trying to highlight all the other potential options here.

Markets often act irrational so its prudent to at least be aware of other scenarios that could play out. The main thing to take away from all this is simply the fact that until gold gets above $1000, it could trade sideways or lower.

A Look at Passport Capital's Current Holdings

thanks ksmithdc glad you enjoyed

Temporary Savings Rate Uptick or Long Term Shift?

Henry Buttal, great comment and insight. While we'd agree with you that this reflects a portion of the overall picture, we're not sure it reflects as big of a chunk as you might think.... Just a piece of the overall pie of factors influencing the rise in cash levels.

Harbinger's Big Bet on Calpine

thanks for pointing that out reader. It is Consol Energy (CNX), the ticker was just wrong. We apologize for that and have contacted the SA editors.

Harbinger Capital Takes Position in Zapata

thanks "Pax"

and user "Re ORDER" please stop spamming all of my articles with that link over and over again... gets annoying. Thanks.

Doug Kass Updates His Model Portfolio

MarkGill, indeed Kass has made some solid major calls the past few years.

Passport Capital Chooses Gold over Education

No problem ksmithdc glad you enjoyed it.