David Rosenberg: If you think this market is confusing, wait until you see what the ‘smart money’ is doing

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David Rosenberg: If you think this market is confusing, wait until you see what the ‘smart money’ is doing

David Rosenberg: If you think this market is confusing, wait until you see what the ‘smart money’ is doing

Okay, this really is one weird market. I am looking at the hedge fund proxy market positioning from the latest Commitments of Traders report from the Commodity Futures Trading Commission, and the results are startling. I’m quite sure I have not seen such levels of confidence on one hand, and cognitive dissonance on the other, before…

Gates Capital Returns 32.7% Tries To Do “Fewer Things Better”

Gates Capital Management's Excess Cash Flow (ECF) Value Funds have returned 14.5% net over the past 25 years, and in 2021, the fund manager continued to outperform. Due to an "absence of large mistakes" during the year, coupled with an "attractive environment for corporate events," the group's flagship ECF Value Fund, L.P returned 32.7% last Read More

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