http://www.bloomberg.com/apps/news?pid=20601109&sid=aPlSRwPxtTKA&refer=home 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
Clarium was -3.3% for November bringing YTD performance to -10.1%. Fund assets $1.73B, Firm Assets $2 Billion.