Marketfield

… fund? Some of these funds that have been discussed in past threads are either closed (BPLEX) or require a larger minimum ( MFLDX ) that I would like to put in. I have not seen FMLSX discussed. It looks like it has had good returns. As of 12/31/10 …

Whether you agree with him or not, this is a thought-provoking read IMHO (though the man is selling his book).  HERE . Snippets: The parade of institutional and private capital away from liquid, publicly traded domestic equities toward illiquid alternatives has created a host of anomalous ...

… are even stepping up to supply ammunition. The market knows it. "The end justifies the means." Michael Anonstein's ( Marketfield ) December 2010 comment resonates: It remains our suspicion that both the Federal Reserve and the European Central Bank …

This long-short fund has been stellar (don't care about the high E/R). Offers nice downside protection and lower volatility.  $25K min. http://www.marketfieldam.com/MFLDX201010.pdf  

… 46 7.64 -1.94 HSTRX Hussman Strategic To 1.25 5.40 -0.47 0.48 2.82 7.83 7.91 --- -2.96 MFLDX Marketfield 0.21 2.23 -0.49 -2.89 -3.08 6.47 --- --- 6.17

… require hedging since they were self-hedged. I owned PAUDX, DSFYX, AQMIX, MERFX, ADANX, TFSMX and for the last 6 weeks MFLDX . The results were mixed. My goals for the group was to beat MM returns and outperform the .SPX. All but two met those goals …

I allocated a small amount of my portfolio to arbfx(arbitrage) and mfldx ( marketfield ) to help lower volatility....neither did this over the past week.   Looks like many other long shorts (except hsgfx) also dropped.  Marketfield has performed great in an upmarket(nice) but that wasn't what I was ...