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TT International European Long Short Fund Considers EU Stimulus

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Mark Melin
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Bank hedge fund is generally positive on quantitative easing as tool to lift stock prices in Europe

TT International European long / short hedge fund started January with a slight gain of 0.91 percent and the hedge fund is talking about quantitative easing in its January investor letter.

In regards to Eurozone QE, the hedge fund noted with cheer that Mario Draghi’s “buoyant presentation was very well received, albeit at this stage short on detail.”

TT International Exposure history
TT has maintained a relatively balanced long / short exposure ratio

 

Separate analysis is that behind the scenes the targeting of QE has been argued, with large bank forces...

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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.