Post Tagged with: "Hugh Hendry"
On the Collapse of the Shanghai Composite
Shanghai’s channel surfing Panda bears are speaking with a little higher pitch this weekend after getting their ‘hood caught in a vicious squeeze and reversal. The stock index has bounced 8.7 percent off its January 6th lows after falling 31 percent from last April’s 12-month high. The Shanghai was down 39 percent from its August ‘09 post-crash high before reversing earlier this month. Hugh Hendry nailed it
The date when it was first obvious that Greece would default: a timeline of the Greek debt crisis
I was going through my archives to figure out when I first started saying Greece would default and it made for interesting reading as a chronology of the sovereign debt crisis. For me, the pivotal post that signalled default was inevitable was the one entitled “Video: Stiglitz and Hendry debate the Greek bailout” from 10 February 2010. It was from a broadcast the night we learned of the debt concealment in Greece. Take a look at the video from that post below. I’ll follow it with a brief chronology
Hugh Hendry at the LSE
This is an interview with Eclectica Asset Management’s Hugh Hendry from much earlier in the year. It is a wide-ranging interview about the global macro environment, comparisons to the 1920s, investing, money management and hedge funds
Hugh Hendry on the economy and the sovereign debt crisis
We’ve reached a very rare moment in economic history where the problem is greater than the ability of the politicians to respond
“Don’t listen to Hugh Hendry. He’s a loser.”
Below is a nice little interview with Hedge Fund manager Hugh Hendry . The headline quote was his way of showing us he doesn’t take himself too seriously. But his underlying message is that he believes it pays to really massage the most contentious issues and take a view on those. If you do have a contrarian view, it will be backed by more rigorous analysis such that you can be better assured of a decent return in down markets. Right now, one of his most contrarian bets is Japan
Hendry: May Be Making ‘Error of Judgement’ on China
by Edward Harrison Back this past September, Hugh Hendry spoke with Bloomberg’s Kevin Crowley about investment strategies, financial regulation and the role of hedge funds. Bloomberg has just released the video and I recommend watching. Hendry has made a name via his sometimes strident and bombastic appearances in the media. This particular conversation was a
Hendry: There Are No Policy Remedies for Debt Deflation
Hugh Hendry is back writing after a long hiatus. His latest commentary to investors makes for good reading. His thesis: we are in a world of debt deflation for which there are no policy remedies; the Fed is fighting an uphill battle and it will lose. Long-time readers will now I agree with the thrust
Jim Chanos makes the bearish case on China
Fortune recently did a story on Jim Chanos called "Chanos vs. China" which warrants reading. Below is the associated video in which you can hear Chanos making the bearish case for China. Chanos is the most unapologetic and aggressive of the well-known bears about his case. For example, Andy Xie seems to have backpedalled somewhat
Video: Hugh Hendry on UK growth prospects on BBC’s QuestionTime
Here’s a good town hall-style video featuring Simon Schama and Hugh Hendry on BBC QuestionTime. The ever-combative Hendry gave his opinion on the prospects for the UK economy going forward from the Austerian viewpoint. He said that he doubts whether the private sector has the dynamism to carry the country forward economically as the government
Hugh Hendry interview on the BBC
BBC HARDtalk interviewed hedge fund manager Hugh Hendry, CIO & CEO of Eclectica Asset Management, this past Tuesday night. The videos are below
Hugh Hendry on Euro Outlook and George Soros
Hugh Hendry opines on strategy, George Soros and the euro. He believes the euro "is finished" for many of the same reasons I worry about the euro zone – namely that it acts like a deflationary gold standard for euro zone members. Here’s the problem in Europe. The euro has acted as an internal gold
Hugh Hendry: Eclectica Fund Management Commentary, May 2010
The PDF of Hugh Hendry’s letter to investors is embedded below. Enjoy. Eclectica Monthly Letter 2010