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Old 11-22-2007, 04:24 PM
DcifrThs DcifrThs is offline
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Join Date: Aug 2003
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Default Re: Quant Funds and the August Meltdown

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[/ QUOTE ]that has gotta be GSAM. i'm fairly certain of that.

Barron

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What's the point of trying to decipher this story when the story itself isn't accurate?

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i thought it was an allegory?

i just thought by the general description fo the fuds. i knew global alpha was down like 22% or something more and then i thought it made back a ton of that loss by doubling down or "re-upping" or whatever and maybe finished slightly positive.

but like i said, "fairly certain" not 100%.

i dont think the story was necessarily correct though as he was simply using it as an example.

goldman seemed closest to me...if there are better ones that are more correctly described then lemme know.

thanks,
Barron
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