Six years ago today, I started this blog with a single post about hedge fund returns and that analysis remains true even today. My purpose in writing is to put my thoughts down on paper (or actually, on the screen) to foster a discussion with like-minded individuals on the markets.
I have not asked for financial support before, but if you value my writing, please consider supporting the Vancouver Youth Symphony Orchestra Society, to which I am on the board of directors. Canadian donors can receive a tax receipt for their donations.
Cam Hui is a portfolio manager at Qwest Investment Fund Management Ltd. (“Qwest”). The opinions and any recommendations expressed in the blog are those of the author and do not reflect the opinions and recommendations of Qwest. Qwest reviews Mr. Hui’s blog to ensure it is connected with Mr. Hui’s obligation to deal fairly, honestly and in good faith with the blog’s readers.”
None of the information or opinions expressed in this blog constitutes a solicitation for the purchase or sale of any security or other instrument. Nothing in this blog constitutes investment advice and any recommendations that may be contained herein have not been based upon a consideration of the investment objectives, financial situation or particular needs of any specific recipient. Any purchase or sale activity in any securities or other instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results. Either Qwest or I may hold or control long or short positions in the securities or instruments mentioned.
Macro and Credit - Outflow boundary
23 minutes ago