“Next Thing You Know” is a song co-written and recorded by American country music singer Jordan Davis. I chose this song as the theme for this article because the lifetime progression he outlines in the song reminds me of when you apply a disciplined proven framework to your investing process and then you WAIT and let it play out as it always does. Sometimes sooner, sometimes later, but it always works over time when the framework is correct, says Tom Hayes, editor of Hedge Fund Tips.

This week, the Wall Street Journal published an article entitled “Another Black Monday May Be Around the Corner.” Fortunately, they wrote it this Sunday (22nd) and it (Black Monday) didn’t take place on Monday (23rd), notes Tom Hayes, editor of Hedge Fund Tips.

I know in NYC (Wall Street) the last few weeks feels like the end of the world, but I’m writing this from Portugal this week – as we had a trip planned months ago to visit Lisbon, Algarve, and Sintra. Being in this game long enough, you come to understand that the market and your positions will only go in one direction (down) the minute you go on vacation, writes Tom Hayes, founder of Hedge Fund Tips.

What’s ailing the market? Interest rates. On Aug. 18, there were big headlines that a “major manager” had just put a huge short on bonds – expecting yields to blow out. But on our podcast that day, we said that this particular hedge fund manager probably called the bottom in bonds and the top in rates by “shorting in the hole” one of the most crowded trades in history, explains Tom Hayes, founder of Hedge Fund Tips.

A radical change in central bank policy in the last 18 months coupled with the return of inflation have re-energized the market for long-short investing strategies. For much of the previous decade, near-zero-interest rate policies lured investors toward long-duration assets like tech stocks and long-term bonds The upshot is that long-short funds are finding new opportunities while traditional investors struggle to adjust to the new environment. Hear from several managers who are capitalizing on the changing landscape.

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