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I found this compilation on a hedge fund website, which lead me to Dealbreaker, which leads to hedge fund letter downloads. Interesting to see the performance and opinion of the performance expressed by the fund managers given the difficulties of the last few months. An interesting read, in light of my recent post, In the Great Global Macro Experiment, the next bubble to burst is...

Even though it is tempting to draw comparisons, we all have bad years, and Lord knows I am no exception. Enjoy...