Thank you for keeping this blog going. Your analysis of the 13Fs is fantastic. No one else has this kind of information and analysis for free. Just recently, I have referenced your blog signifcantly to my colleagues and friends. Just the simple Q/Q breakdown of total assets in u.s. equities is an excellent tool. We can see that many hedge funds have dropped u.s. equity exposure between 70-80% q/q. This type of information is not "raedily available" to most of us that don't have the time or know-how to tear through 13Fs.
Someday, maybe you can develop some trend analysis of different funds. Information like "total investment in u.s. equities by funds XYZ" would be quite interesting to track over time. Even comparing what funds tend to hold similar holdings would be a valuable resource.
On a side note...awhile back, I asked you for advice on how to get into a hedge fund. You wrote me a very thoughtful resopnse and I never responded. That was quite rude of me. I apologize. As it turned out, my life got pretty hectic very quickly. I lost my job, and needed to find something immediately. I ended up not going the hedge fund route, as almost all of them went into hiring-freeze or shut-down mode quickly after I began searching. I now work in temporary/consulting placement (aka staffing) for finance/accounting. Its a rough market, but I have put myself in a good position to make alot of contacts in the Fairfield county area.
Anyways..have a great holiday season, and thank you for everything!!
All Comments
Someday, maybe you can develop some trend analysis of different funds. Information like "total investment in u.s. equities by funds XYZ" would be quite interesting to track over time. Even comparing what funds tend to hold similar holdings would be a valuable resource.
On a side note...awhile back, I asked you for advice on how to get into a hedge fund. You wrote me a very thoughtful resopnse and I never responded. That was quite rude of me. I apologize. As it turned out, my life got pretty hectic very quickly. I lost my job, and needed to find something immediately. I ended up not going the hedge fund route, as almost all of them went into hiring-freeze or shut-down mode quickly after I began searching. I now work in temporary/consulting placement (aka staffing) for finance/accounting. Its a rough market, but I have put myself in a good position to make alot of contacts in the Fairfield county area.
Anyways..have a great holiday season, and thank you for everything!!
sincerely,
mike masland