Value Investing Druckenmiller Says Risk-Reward in Stocks Is Worst He’s Seen |
- Druckenmiller Says Risk-Reward in Stocks Is Worst He’s Seen
- The Global Dollar Short Squeeze
- Coronavirus Update: From An Unknown Unknown to a Known Unknown
- Stanley Druckenmiller and the importance of changing thesis and eat your loss if data changes against you. Interview after Trump got elected. Predicted normalizing monetary policy, 6% yield on the 10-y and Trump delegating things to Pence and Ryan
- The Case for Minority Equity Investing in Private Capital GPs
- Hedging strategies for individuals
- Herd Mentality, Mirror Neurons and Solomon Asch | Macro Ops
| Druckenmiller Says Risk-Reward in Stocks Is Worst He’s Seen Posted: 12 May 2020 05:04 PM PDT |
| The Global Dollar Short Squeeze Posted: 12 May 2020 11:07 AM PDT |
| Coronavirus Update: From An Unknown Unknown to a Known Unknown Posted: 12 May 2020 04:31 AM PDT |
| Posted: 12 May 2020 10:23 AM PDT |
| The Case for Minority Equity Investing in Private Capital GPs Posted: 12 May 2020 09:33 PM PDT |
| Hedging strategies for individuals Posted: 12 May 2020 07:15 AM PDT Has anyone here considered hedges during COVID-19? The markets have recovered almost too well (S&P500 -10% YTD) considering the amount of uncertainty that comes with COVID-19, elevated unemployment, etc. There is probably added uncertainty from reduced travel, future lockdown potential, unknown timing of a vaccine, and so on. I have not historically purchased options or taken direct hedges, except a cash balance (usually based on business-level views, not economic). Have any others considered hedges, and/or have guidance on how to effectively implement hedges to prepare for a sharp downside from unexpected outcomes? Is it good enough to just buy an assortment of puts against the S&P500 considering a relatively liquid market, or should other approaches be considered too? [link] [comments]  |
| Herd Mentality, Mirror Neurons and Solomon Asch | Macro Ops Posted: 12 May 2020 05:36 AM PDT |
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