Clarium Capital Management LLC

[trillenium]

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

 

[psytrade]

they didnt spend much time on the rationale for the dollar position. Any thoughts?

 

[NTB]

Clarium was -3.3% for November bringing YTD performance to -10.1%. Fund assets $1.73B, Firm Assets $2 Billion.