Paul Singer
Hedge fund billionaire Paul Singer, founder and CEO of Elliott Management inn his latest letter to investors, released the last week of May 2015, he stated that the best trade in a generation is to short “long term claims on paper money.”
A savvy investor like Paul Singer would not make a public market call like that unless 1) he had already positioned his fund accordingly 2) he had some sort of insight about what was happening “behind the scenes” either first-hand or from insiders who were in a position to give him information and 3) he was 99% certain that his insight and information was correct. In other words, it highly likely Singer had already made huge position bets for his fund and his own money which would capitalize on a systemic disruption of some sort (Elliott Management was one of the hedge funds with which I dealt when I traded junk bonds in the 1990’s. I knew them to be methodical and always looking for inside information).
Bills Gross
Calls It: 2015 Is Going to Be Terrible
Has a bold, depressing prediction for 2015, “The good times are over,” By the end of 2015, he goes on, “there will be minus signs in front of returns for many asset classes
Leon Cooperman
names Groupon (GRPN) as one of his picks for 2015 Hе believes thе e-commerce market рƖасе's stock сουƖԁ bе worth 50% more thаn іtѕ current price
David Tepper
2015 will be a 'good year'
"This year rhymes with 1998. Russia goes bad. Easing [is] coming from Europe. Sets up 1999.... [oops] I mean 2015," Tepper said.
"Remember in 1999 the S&P went to a 30 PE. Next year PE is now like 16," Tepper wrote.
Notably, in 1999 stocks had a phenomenal year - the Nasdaq rose 85.6%, the Dow rose 25.2% and the S&P 500 rose 19.5%. Of course, next came the crash.
Bill Ackman
Herbalife Implosion Coming in 2015
John Paulson
says Radian can hit $20/share by 2015
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