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Macro Funds Flip To Equities?
Wednesday, September 1, 2010 - 5:50pm | 191Read More...The chatter today is that a number of large macro funds unwound significant long bond trades and stepped back into equities. These rumors have been alluded to on CNBC a number of times today. I cannot find any blogs or news sites that are reporting this story currently, but the rumor is out there,...
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A Look At Bruce Kovner's Portfolio (QCOM, VVUS, FCX, CCL)
Monday, May 3, 2010 - 6:50pm | 232Read More...Caxton Associates is a $7 billion hedge fund started by Bruce Kovner in 1983. Kovner follows a global macro investment strategy. As of 12/31/2009, Caxton's largest long positions were Qualcomm (NASDAQ: QCOM), Vivus, Inc. (NASDAQ: VVUS), Freeport-McMoran (NYSE: FCX), and Carnival Corporation (NYSE:...
