What if Karen the Super Trader had an effective hedge?

Discussion in 'Trading' started by Sweet Bobby, Sep 1, 2018.

  1. Pekelo

    Pekelo

    #51     Sep 1, 2018
  2. #52     Sep 1, 2018
    Sweet Bobby likes this.
  3. Pekelo

    Pekelo

    I thought people were aware of that thread. :)

    Anyhow, there are 2 questions remained for people with curiosity and brain:

    1. What was in the settlement? (we will never know, probably no admission of guilt but payment to the investor)
    2. What caused Karen to lose money in 2014 Oct, when the market didn't do anything special? (we can guess, greed and overextension)

    And because I am extra curious:

    3. Where does Bobby get this 300 MM AUM thingy? I would really love to see a link...
     
    #53     Sep 1, 2018
  4. Pekelo

    Pekelo

    My personal guess of Karen's story in the last 3 years:

    She had to stop making the scheme trades, and that freed money up to actual trading. The scheme trades tied most of her money down, so she couldn't actually trade, just keep rolling the losses.

    She eventually took a big loss, as a result she won't get paid for 1-2 years and she has to pay her employees out of pocket. But if she kept doing the same strategy, because of the bull market, she should have made 20+% in the last 2-3 years, thus able to recover and even get new investors. She might have rewritten her HF agreement to include annual fees, instead of the high water mark feature.

    And this is where we stand....If she has brain, she might employ some of the Yahoo boys, who did better than her....
     
    #54     Sep 1, 2018
  5. I've held options and been unaware of earnings (actually, recently...on DSW, of all thing)...my awareness operates on a strict one-in one-out policy.--fortunately my risk management takes into consideration a great deal of operator stupidity.

    Ending a back test of the strategy on 1/31/18? :p
     
    #55     Sep 1, 2018
  6. Pekelo

    Pekelo

    Bobby, we told you, there is no 300 MM and also no meaningful hedge to OTM put selling. Case closed, thread closed.

    But I appreciate the personal touch. Oh yeah, and sue your alma mater, they gave you a fake diploma....
     
    #56     Sep 1, 2018
  7. I know he likes long-range sea birds and has an interest in alternating current...and similar black-swan-blowout potential. :p
     
    #57     Sep 1, 2018
    Sweet Bobby likes this.
  8. jbusse

    jbusse

    That being the case, I'm sure you'll find the Ph.D. a waste of time. Then again, as you're looking for a hedge, the Ph.D. can be your own hedge in case your trading doesn't produce as you expect.
     
    #58     Sep 1, 2018
  9. And keep in mind this is signed by Karen herself. It's simply an attestation of someone who has (I say this again) previous used her professional expertise to obscure financial reality.
     
    #59     Sep 1, 2018
  10. Pekelo

    Pekelo

    #60     Sep 1, 2018