Last post for 2013. What a wonderful year it has been for trend followers.Hedge funds have generally had a dismal year.
One quote from a hedge fund manager summed up the situation nicely.
“All you had to do this year was go long a major US index and go focus on your golf swing”.
Yes the indexers had a great year. Stock pickers did ok and contrarians got burnt alive with index bears hung drawn and quartered.
Here a number of reports that don’t sit neatly together but i want to issue them as i understand we have a broad church of “mm” investors and traders here.
First up CS with a technical chart based 2014 view.
Next up ML with their own Technical 2014 view.
And here the 2014 outlook from BS(Blackstone). A reasonably balanced perspective on 2014.
And here some FX technical reports
Here the citi tech fx perspective
Here the CS FX commentary.
And here some country focus reports.
And here finally a couple of reports on an asset class dear to all our hearts no doubt. Namely Commercial and Res property.
Have a wonderful new year celebration whether it be in contemplation of the year passed and of the year ahead of whether its of the more hedonistic variety with friends and or family.
I wish you all a healthy, happy and prosperous 2014.
Kindest regards
Rich
(5 votes, average: 5.00 out of 5)
Loading...