Clarium Capital Management LLC

Discussion in 'Trading' started by trillenium, Dec 4, 2006.


    Whole article sounds like they are the big winners but then it says further down:
    "Thiel was down 5.2 percent for the year through Nov. 3. "

    They are bullish on dollar, bearish on stocks, bullish on oil - i wonder how November was for them

    I hope they are overweighted the Bonds because there they are bullish and very correct
  2. they didnt spend much time on the rationale for the dollar position. Any thoughts?
  3. NTB


    Clarium was -3.3% for November bringing YTD performance to -10.1%. Fund assets $1.73B, Firm Assets $2 Billion.