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01.09.26 - 18:45
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"Worse Under The Hood": Goldman Warns Consumer Stocks Cracking As Hedge Fund Exposure Tanks (ZeroHedge)
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"Worse Under The Hood": Goldman Warns Consumer Stocks Cracking As Hedge Fund Exposure Tanks
With the US national average for gasoline above the politically sensitive $4-per-gallon level and the University of Michigan Consumer Sentiment Index signaling waning household confidence as summer enters its final innings, pressure is building across the consumer complex.
Goldman Sachs' Scott Feiler warned Tuesday that consumer stocks have suffered several difficult weeks of underperformance, while investor exposure to the sector has collapsed to multi-year lows.
Feiler explained:
Worse Under the Hood: Consumer stocks have had a tough run the last few weeks. The Retail group was -6.5% in August and underperformed the market by over 5%. It has felt a bit worse than that under the surface, given many of the historically owned/quality/growth names have seen sell-offs of 10% to 50%. A list of 10 of these stocks and a few tactical thoughts on each are below...
More importantly, Feiler cited Goldman's prim...
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31.08.26 - 13:54
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Brazil Banks Poach Hedge-Fund Stars as Industry Boom Goes Bust (Bloomberg)
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Arminio Fraga, one of Brazil's most-famous hedge-fund investors, spread the word earlier this month that he was turning his funds over to the country's fourth-biggest bank. Brazil's double-digit interest rates simply generate too high a return nowadays to lure enough clients to keep a fund like his open any longer, he conceded....
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