Friday, December 28, 2012

Hewlett Packard Pension Fund - a final post

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I have written three posts on HPs pension fund. I also wrote to HP outlining several of my main concerns. HP filed a 10K and gave me a det...
4 comments:

Bill Ackman enters the city of Stalingrad

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A few days ago I wrote a  post  describing shorting multi-level marketing schemes as akin to the Battle of Stalingrad. Little did I know ...
24 comments:
Monday, December 24, 2012

Fushi Copperweld: A Christmas present from the China Development Bank and Abax Captial to arb funds

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For the record: I lost on this one. See SEC filing ... Fushi Copperweld - a small cap Chinese stock specializing in bimetallic wire - is ...
7 comments:

Hewlett Packard's total return swaps

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I have just been sent a list of the total return swaps in the Master Trust for the HP Pension Plan. These TRS (standing for Total Return Swa...
4 comments:
Thursday, December 20, 2012

Clouds

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The (very late) Go Betweens... I was in the audience... John
2 comments:
Monday, December 17, 2012

Trade total return swaps like Gretchen Tai: a follow up on the HP Pension Fund post

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In my  last post  I detailed the very fine performance by Gretchen Tai, the asset manager for the Hewlett Packard defined benefit fund. I w...
35 comments:
Friday, December 14, 2012

Gretchen Tai: possibly the best fund manager you have never heard of

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Please note: much to my surprise these returns are entirely genuine. I was originally skeptical. I am now convinced. A little while ago ...
18 comments: