Naked Hedge Fund

Naked Hedge Fund Weekly #44

NHF — Mon, 20 Sep 2010 06:05:13 +0000

Naked Hedge Fund weekly. 2 page PDF report on full post.

Naked Hedge Fund Weekly #43

NHF — Mon, 13 Sep 2010 05:46:58 +0000

This page has moved to http://www.assetaction.com

Cheap or Not Cheap?

NHF — Wed, 08 Sep 2010 03:31:46 +0000

There has been a lot of talk on both sides of the value fence lately. The bulls and "value investors" are beating the drums of value everywhere the eye can see, while the bears are screaming its all fraud. Who to believe? The "value investors" definitely lost a lot of street cred with the last meltdown as they were all the last ones to get out. Explaining the whole way down to the bottom how stocks were cheap because they are always basing everything on old numbers and earnings expectations that can always fall off a cliff. More...

Naked Hedge Fund Weekly #42

NHF — Mon, 06 Sep 2010 23:31:58 +0000

Disaster week for our short position as the oversold rally gained momentum on some lightly better than expected numbers. The bulls were definitely ready to take any nibble of good news and run with it. We are basically back to were we started with our short. Now I understand why so many long time hedge fund managers are quitting the business with all this choppiness based on randomness. Naked Hedge Fund weekly. 2 page PDF report on full post. YTD 7 trading days. YTD NHF Portfolio +0.12% vs S&P 500 -0.9%

Naked Hedge Fund #41

NHF — Mon, 30 Aug 2010 05:37:12 +0000

YTD 7 trading days. YTD NHF Portfolio +3.82% vs S&P 500 -4.5% Naked Hedge Fund weekly. 2 page PDF report on full post.