Thu, Apr 26, 2018
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

The Big Picture: John Brynjolfsson: we are operating on borrowed time

Tuesday, May 14, 2013

amb
John Brynjolfsson
An Opalesque column for global macro investors.

Benedicte Gravrand, Opalesque Geneva:

Pre-2008 economic inadequacies have not been addressed effectively and we could depend on government stimulus for a long while, until we "reach a point where an endgame will be forced upon us," according to John Brynjolfsson, a global macro fund manager and well-known commentator.

Armored Wolf is an Irvine, CA-based investment management firm pursuing a global macro strategy emphasizing real assets. Founded in 2008, it currently manages more than $1bn in client assets across multiple strategies, both traditional and alternative. Armored Wolf’s team of 20 is lead by CIO John Brynjolfsson, who previously spent two decades at PIMCO where he launched and ran their $80bn Real Return Platform. According to Futures Magazine, the unusual firm name is the translation of Brynjolfsson from the Icelandic Brynjólfur.

When asked to state his macro views, John Brynjolfsson recently told Opalesque that he thinks we are operating on borrowed time globally.

"What I mean by that is that the structural problems and inadequacies of the economy that ultimately led to a crisis in 2008, we don’t feel that they have been aggr......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing - Sequoia takes Facebook stake as shares slide in data controversy, $1.4b hedge fund sees intact fundamentals for Facebook, Jim Cramer reveals some 'suggested hedge fund trades' amid the Trump tariffs[more]

    Sequoia takes Facebook stake as shares slide in data controversy From Bloomberg.com: The $4.2 billion Sequoia Fund bought a small position in Facebook Inc. as the stock slid late in the first quarter, investment manager Ruane, Cunniff & Goldfarb told clients. "The recent controversy enab

  2. Activist Investors - Blue Sky-owned Wild Breads faces uncertain future[more]

    From AFR.com: A Blue Sky private equity investment in artisan-style baker Wild Breads enjoyed multiple valuation upgrades despite losing millions and breaching its lending covenants, accounts lodged with the regulator last week show. Wild Breads lost $2.4 million in 2017, but Blue Sky ascribed a hig

  3. Opalesque Exclusive: Barnegat to close hedge fund to outside investors on weak opportunities[more]

    Komfie Manalo, Opalesque Asia: Bob Treue's Barnegat Fund Management said it is closing its $666m fixed income relative value hedge fund to outside investors. "The negative side to gains in Fixed Income Arbitrage is that unless we find new opportunit

  4. Investing - Hedge fund makes a big bet on malls, British hedge fund manager Odey short UK government bonds on QE bet[more]

    Hedge fund makes a big bet on malls From Barrons.com: The dominant narrative on American shopping malls is that they're dead. Crushed by Amazon.com, many brick-and-mortar retail stores are destined for bankruptcy. And where is the most retail, clustered all together? Malls. From a

  5. Performance - Hedge funds suffer first back-to-back loss in two years, Netflix performance burns hedge fund short sellers, Macro hedge fund up 14.5% in first quarter sees dollar falling, Renaissance Technologies rebounds across hedge funds in March[more]

    Hedge funds suffer first back-to-back loss in two years From Bloomberg.com: Hedge Fund returns sank for a second straight month in March, the first back-to-back loss since the first two months of 2016, as trade wars, tech-sector woes and a Fed rate hike dragged down the S&P 500 from its