- We, here at Archbridge Capital are trying to inform our readers about some of the trades that we take ourselves and to demonstrate our views about the markets. In short we put our money where our mouth is and are quiet otherwise. Obviously, we do not publish all our trades and also do not publish our ideas before we have put on the trades ourselves, as we do need to leave some advantage to our investors and ourselves. We believe that in that spirit we should also update you every once in a while, when we are in the press giving interviews on CNBC, the BBC or Bloomberg.
- Our Latest Research has been published in the well-known publication "Hedge Fund Insight" and we have reproduced it below.
- "Hedge Fund Insight" has also quoted us in one of their own stories.
----CLICKING ON THE LOGO ABOVE WILL TAKE YOU TO OUR WEBSITE----
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Everything that Glitters...A Gold Bear Explains His Position
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By Hakan Kocayusufpasaoglu, CIO Archbridge Capital AG
- QE reduction is the start of tighter monetary policy in the US. Though we expect this tightening to be slower than the Fed forecasts, we do believe that this is only the beginning.
- Gold reacts badly to higher real interest rates and rates will rise for a long while yet.
- Any other potential driver for the Gold price is being reduced: safe haven, inflation, speculative interest and opportunity cost.
- We are bearish of gold in the long term. (We expect a bounce in the short term due to the market having over-reacted to QE tapering).
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Hedge Fund Marketing Using the Internet
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"Some Hedge Fund Examples
The most easy to execute example is to add images to your website (and your manager letters). All the evidence suggests that your investors will be more engaged if you do.
A much bigger effort would be to add a blog. A blog will increase brand awareness, even in the hedge fund business. For example macro fund Archbridge Capital runs a blog called the Archbridge Capital Journal that attracts 3,000 visitors a month. Access to a blog can be password protected to ensure readers are pre-qualified, if that is required..."