The Markets · Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility
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recommend buying German industrial stocks that have been derated >20% but are expected to grow earnings at US rates, effectively buying at low-teens multiples
13-14% EPS revision estimates; stocks derated over 20%; low-teens multiple price
“The second way is to hedge out your dollar risk, which means that you still buy the US stocks, but that you sell some dollars to try and smooth out any risk on the currency side.”
“We did have a daily rate when folks would come over. I would charge a daily rate, which would grow. But I like to avoid the hourly model.”
“Seller rate buy downs, assumable loans, seller financing. There's a, there's a handful of other things, but it has to come with brutal honesty first.”
“Buy a good gold ETF… we always knew it was a good thing to buy, but we just didn’t buy it on this side. In a liquid format.”
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