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What Hedge Funds Really Do (A FR Exclusive)
FreeRepublic - Vanity ^ | 9/9/08 | tcostell

Posted on 09/09/2008 2:53:54 PM PDT by tcostell

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I'm dyslexic, a horrible typist and could use a decent editor, but I was asked to write a little something explaining more about how hedge funds really work internally, and I was happy to comply.
1 posted on 09/09/2008 2:53:55 PM PDT by tcostell
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To: pointsal

Hedge Fund Request Ping


2 posted on 09/09/2008 2:54:29 PM PDT by tcostell (MOLON LABE - http://freenj.blogspot.com - RadioFree NJ)
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To: tcostell

mark


3 posted on 09/09/2008 2:59:30 PM PDT by Former Proud Canadian (I would spend more time on FR but I have to make sure my tires are inflated.)
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To: tcostell

Interesting. So how’s business these days?


4 posted on 09/09/2008 3:02:00 PM PDT by jimbo123
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To: tcostell

Well, thanks for the update.
ptsal


5 posted on 09/09/2008 3:10:32 PM PDT by pointsal
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To: tcostell

Good read. Thanks.


6 posted on 09/09/2008 3:10:38 PM PDT by CollegeRepublican
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To: jimbo123

Fine for me, worse for some others.


7 posted on 09/09/2008 3:14:16 PM PDT by tcostell (MOLON LABE - http://freenj.blogspot.com - RadioFree NJ)
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To: tcostell

The public perception of hedge funds is largely attributable to the headline-grabbing failures of two specific subcategories of the large species known as “hedge funds”: the basically one man shops that turn out to have been have been total frauds, usually from day one, sending out phony statements or deviating wildly from their stated investment strategy without mentioning it to their investors until it was too late; and the large funds using astronomical leverage (think LTCM). Some hedge funds stopped calling themselves hedge funds for a few years after the LTCM debacle, insisting on being called “private investment funds” instead, in an attempt to distance themselves from the stigma associated with “hedge funds”.


8 posted on 09/09/2008 3:20:43 PM PDT by GovernmentShrinker
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To: tcostell

Nice job. There might be a case or two, here or there, where a couple of hedge funds have been accused in colluding on stock price manipulation, and you may have glossed over some of the risk and the leveraging and maybe even how the incentive structure could encourage the occasional blowout risk, but a good basic overview.


9 posted on 09/09/2008 3:21:59 PM PDT by 9YearLurker
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To: GovernmentShrinker
Yeah ... there's no doubt that the media have caused a great deal of the uproar on their own because the funds tend to be secretive. To a reporter straight from the Leon Trotsky school of journalism, secretive means "illegal" or "too ashamed to be clear about the way they are exploiting the working class".

But as I'm sure you know, there have been more than a few FR members who like to blame hedge funds for anything that's gone wrong anywhere as well.

10 posted on 09/09/2008 3:25:22 PM PDT by tcostell (MOLON LABE - http://freenj.blogspot.com - RadioFree NJ)
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To: 9YearLurker

Well it’s just a couple of pages ... I glossed over all kinds of things... but I’ll be happy to speak to any other issues raised.


11 posted on 09/09/2008 3:26:25 PM PDT by tcostell (MOLON LABE - http://freenj.blogspot.com - RadioFree NJ)
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To: tcostell
Thanks for taking the time to write this up. It obviously took some effort to do it and it offers true insight into financial operations that a lot of people (including yours truly) know very little about.

That said, all the wailing and gnashing of teeth about hedge funds these days is usually followed in the next breath with a rant about the @!#$%&^**!! high cost of oil on the futures markets and the effects of “rampant speculation” on the cost of gasoline at the pump. And, although there has been some easing in prices recently, there is still a lot of ill will toward traders. The actual fact of speculation in the oil futures market is, of course, being simultaneously both proclaimed and denied by various market "experts".

Overall, it is a bit confusing.

Can you offer an insider's opinion/perspective on the role (if any) that speculation may have played in the run up in fuel prices earlier this year?

12 posted on 09/09/2008 3:30:22 PM PDT by Captain Rhino (The best way to calm the delusions of grandeur in the energy cartel is to stop needing their energy)
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To: tcostell

ping for later reading


13 posted on 09/09/2008 3:31:02 PM PDT by frithguild (Can I drill your head now?)
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To: tcostell
Here's my feelings on hedge funds: The people who buy into them are trying to make money and they have to accept the risk.

NOT one thin dime of my tax dollars should be spent bailing out millionairs. Period. If they can't take the risk, they should stay out of the fund.

14 posted on 09/09/2008 3:31:22 PM PDT by GOPJ (No one jumps up and down screaming the sun will rise tomorrow. High emotion indicates fear-Pirsig)
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To: tcostell

I’d be interested in your take on how end of the quarter drawdowns might affect some funds.


15 posted on 09/09/2008 3:31:59 PM PDT by 9YearLurker
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To: tcostell

More, please.


16 posted on 09/09/2008 3:33:22 PM PDT by jblair (Air Force Brat)
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To: tcostell

Nice post. Thanks.


17 posted on 09/09/2008 3:33:49 PM PDT by GOPJ (No one jumps up and down screaming the sun will rise tomorrow. High emotion indicates fear-Pirsig)
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To: Captain Rhino

Seems to me that hedge funds attract envy and resentment against self-made rich guys because, well, that’s where so many self-made rich guys are.


18 posted on 09/09/2008 3:35:11 PM PDT by 9YearLurker
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To: Captain Rhino
Sure ... speculation doesn't effect price, it only effects volatility. the same speculators that push up a price one day will be forced for lots of reasons to push it down the next.

There is also the issue of who and what is "speculation". United Airlines is speculating when it buys oil for delivery next year, and no one complains about that. (nor in my opinion should they)

My point is, if people are complaining about trading then it's unjustified because those people have a very short investment horizon, and will be pushing down tomorrow what they are pushing up today.

One good rule of thumb is that if the Democrats in congress say it's bad, then it's either good, or irrelevant.

In the specific case you mentioned, I think it was irrelevant.

19 posted on 09/09/2008 3:35:49 PM PDT by tcostell (MOLON LABE - http://freenj.blogspot.com - RadioFree NJ)
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To: tcostell

bump


20 posted on 09/09/2008 3:36:19 PM PDT by gorush (History repeats itself because human nature is static)
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