This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Friday, August 27, 2010
Owl Creek Q2 2010 Letter
In a similar light to my past post, I came across another quarterly letter that I thought was worth reading. Owl Creek is a macro hedge fund and they do a good job of explaining their thinking. Enjoy.