AI and the Game of Markets Ben Hunt March 2018 Disclosures This - - PDF document
AI and the Game of Markets Ben Hunt March 2018 Disclosures This commentary is being provided to you by individual personnel of Salient Partners, L.P. and affiliates (Salient) and is advice of a financial advisor. The appropriateness of a
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This commentary is being provided to you by individual personnel of Salient Partners, L.P. and affiliates (“Salient”) and is advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s indivi author W. Ben Hunt’s affiliation with Salient Partners, L.P. and affiliates and does not reflect the opinions of Salient.
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Quality factor useless since QE began
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Hedge Fund convexity vanished since QE began
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Central banks have purchased more than $20 Trillion of financial assets, lifting the price of ALL financial assets. How does that work?
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The crisis has passed, but I think the Fed’s need to educate and explain will only grow. ― Ben Bernanke, November 19, 2013
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the the get the the the don’t the
the “At ”
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20 Henry Blodget and Frank Quattrone in happier days …
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TMT (11%) Auto (3.9%)
TMT (11%) Auto (3.9%)
Bloomberg Narrative re: Trump Election week T-5 to T-2 Bloomberg Narrative re: Trump Election week T-1 Bloomberg Narrative re: Trump Election week T+1
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bhunt@salientpartners.com
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