Anonymous ID: 0de872 Nov. 9, 2018, 8:06 a.m. No.3817569   🗄️.is 🔗kun

6dec75 (1)

anons observations from over a month of these strategy's

YMMV however this current phase began at end of sept.

Horrible then and very easy to spot. They have learned comms since then and are fairly 'evolved' since this phase started.

 

They still can't and never will be able to meme so the low quality stuff they put up repeatedly is another easy tell.

 

They stopped the anti-__ crap for the most part.

That had to go as it's just…..not.

Not speaking for anyone but this anon.

Anonymous ID: 0de872 Nov. 9, 2018, 8:26 a.m. No.3817859   🗄️.is 🔗kun

https://www.zerohedge.com/news/2018-11-09/hedge-funds-brace-november-15-bloodbath

 

ex

A few weeks ago, we reported that even when the market was hitting all time highs ahead of the historic October bloodbath, hedge fund investors were growing increasingly nervous, and rushed to redeem $15 billion from the space in September, the largest single monthly outflow in years, bringing year-to-date net flows to flat after being stubbornly in the green for much of the year despite what has been another deplorable year for hedge funds.

 

This was not the first time either: over the last three years, investors had removed over $100 billion from the industry, but performance gains had offset these losses… at least until last month.

 

And then October came which was not only a "bloodbath across almost every strategy", but was the worst month for hedge funds in 7 years.

_

This is where leverage and under-performance eats away at the under-pinnings of the system. All these funds are positioned for 'up' that is all. They are as levered as the big banks-who have upwards of 60x they play with.

The daily market moves in % terms have been benign. When you add in the leverage and the cost of carrying that leverage it starts to eat everything and everyone.

This will have a knock-on effect as the world is tightly connected due to the co-mingling or hypothecations that exist across all asset class.

In other words…everyone tries to claim the same set of assets at the same time. Chairs removed etc. Not pretty when it happens.