This time last year, Crispin Odey, the quintessentially British upper class hedge fund manager, hit the headlines when he turned particularly bearish, predicting a global economic downturn that will be "remembered in a hundred years" and leave stock markets facing devastation.
But it appears the charismatic Odey is - potentially - changing his tune. Well, at least with regards to the US economy in the short term.
According to Odey's latest missive to investors in his flagship fund seen by little old Betaville, US gross national product growth is likely to beat expectations in 2016 although he describes this a "problem". Why? Because it will force the US Federal Reserve to increase interest rates to by "at least over 1pc" over the next year.
Odey, a jolly nice chap who can often be found at Mayfair haunts such as Scott's and 5 Hertford Street, points out that "in the US there is both consumer-fuelled lending taking place even as corporates are finding life difficult".
So, Odey concludes: "No wonder that the stock markets are also finding life difficult. Earnings are falling and wage costs are rising. At the same time the Fed is already very behind in raising interest rates."
Odey's flagship fund was up 7.2pc in January (remember he had a terrible April 2016 when the flagship fund fell almost 20pc).
He has short equity positions in Lafarge Holcim, Fiat Chrysler, Advanced Micro Devices, Las Vegas Sands, Home Retail Group (ouch!) and LVMH.
Odey's long equity positions are in Randgold Resources, Tungsten, Sky, Bank of America, Pendragon and Sports Direct.
How I Got My Loan From A God Fearing Lender (Lexieloancompany@yahoo.com)
ReplyDeleteHello, I am Andrew Thompson by Name from CT USA, God has bless me with two kids and a lovely Wife, I promise to share this Testimony because of God favor in my life, 2days ago I was in desperate need of money so I thought of having a loan then I ran into wrong hands who claimed to be a loan lender not knowing he was a scam. he collected 1,500.00 USD from me and refuse to email me since then I was confuse, but God came to my rescue, one faithful day I went to church after the service I share idea with a friend and she introduce me to LEXIE LOAN COMPANY, she said she was given 98,000.00 USD by MR LEXIE , THE MANAGING DIRECTOR OF LEXIE LOAN COMPANY. So I collected his email Address , he told me the rules and regulation and I followed, then after processing of the Documents, he gave me my loan of 55,000.00 USD... So if you are interested in a loan you can as well contact him on this Email: Lexieloancompany@yahoo.com or text: +1(406)946-0675 thanks, I am sure he will also help you.
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ReplyDelete
ReplyDelete!!! “LOVE is the key to LIFE”. !!!
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How I Was Rescued By A God Fearing Lender {Lexieloancompany@yahoo.com}
ReplyDeleteHello, I am Andrew Thompson currently living in CT USA, God has bless me with two kids and a lovely Wife, I promise to share this Testimony because of God favor in my life, 2days ago I was in desperate need of money so I thought of having a loan then I ran into wrong hands who claimed to be loan lender not knowing he was a scam. he collected 1,500.00 USD from me and refuse to email me since then I was confuse, but God came to my rescue, one faithful day I went to church after the service I share idea with a friend and she introduce me to LEXIE LOAN COMPANY, she said she was given 98,000.00 USD by MR LEXIE , THE MANAGING DIRECTOR OF LEXIE LOAN COMPANY. So I collected his email Address , he told me the rules and regulation and I followed, then after processing of the Documents, he gave me my loan of 55,000.00 USD... So if you are interested in a loan you can as well contact him on this Email: Lexieloancompany@yahoo.com or text +1(406) 946-0675 thanks, I am sure he will also help you.
Hello, I am Desmond Cloud currently living in CT USA, God has bless me with two kids and a lovely
ReplyDeleteWife, I promise to share this Testimony because of God favor in my life, 2days ago I was in
desperate need of money so I thought of having a loan then I ran into wrong hands who claimed to
be loan lender not knowing he was a scam. he collected 1,500.00 USD from me and refuse to email
me since then I was confuse, but God came to my rescue, one faithful day I went to church after
the service I share idea with a friend and she introduce me to JEFFERY SMITH LOAN COMPANY, she
said she was given 98,000.00 USD by MR JEFFERY SMITH , THE MANAGING DIRECTOR OF JEFFERY SMITH
LOAN COMPANY. So I collected his email Address , he told me the rules and regulation and I
followed, then after processing of the Documents, he gave me my loan of 55,000.00 USD... So if
you are interested in a loan you can as well contact him on this Email:
(jefferysmithloancompany@gmail.com) thanks, I am sure he will also help you.