I am not sure the multi-manager hedge fund models factored in this type of tail-wagging behavior from their short books (Millennium, Citadel, Balyasny). If those books need to unwind. Woooosh, This could get very interesting. But, I also have no idea what I am talking about.
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Replying to @Post_Market
Based on data I’m seeing, equity long/short funds are having a great month so far. There are a few who are concentrated in hype stocks, who are having a bad time, but most are doing great.
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Replying to @macrocephalopod @Post_Market
thar is a long way of saying the growth factor is up mtd
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Replying to @MidwestHedgie @Post_Market
Looking at what I’m seeing from yesterday and today, my comment above looks to have aged quite badly!
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Deleveraging across the street hitting everyone pretty hard.
3:27 PM - 26 Jan 2021
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