As Crispin Odey finally gets his dream market environment – a volatile February led to a 6.59% gain on the month in the Odey International Fund, the most substantial monthly win since its founding year in 2014, according to a letter to investors reviewed by ValueWalk. The bearish fund manager sees a sovereign debt overhang that will start to matter in a world awash with loose cash that is about to change directions. His views are, in typical fashion, more on the macabre side of the market. There is an odd dichotomy to inflationary pressures and higher interest rates. JPMorgan…
Odey Doubles Down, Says We Are About To Witness A Massive Inflationary Shock
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.