I am an uber-bear?


From Telegraph (via Naked Capitalism) my french Ecole Polytechnique comrades over at the Societe Generale are striking a very bearish note in their allocation recommendation.


The bears at Société Générale are going into Siberian hibernation, issuing an "Ice Age" alert. They have slashed exposure to global equities to a minimum 30pc for the first time ever.

Their weighting of super-safe "AAA" government bonds has been raised to a maximum 50pc. This is a bet on gruelling "Japanese" deflation. The bank expects equities to fall by 50pc to 75pc.

"Nowhere and nothing will be immune. We are on the cusp of an equity meltdown that will slash and shred portfolios," said Albert Edward, SG's global strategist.

"We see a global recession unfolding. Liquidity will drain away and crush the twin emerging market and commodity bubbles. The recent hope that 'the worst might be over' is truly staggering. Profits are disintegrating," he said.


Well I am already at that allocation. So I guess I should be moving some more, but where, where the frak do I go from that kind of allocation. 10% equity? Synthetic exposure to market via options?

I am starting to get a taste and understanding for options and that may be the way to play this current market. I do share the view that there is one more drop to come. How bad it is is still fuzzy, but the shorts are out there. The word "hedge" takes on its full meaning, it isn't the bullshit structure that most snake oil vendors are peddling out there: put in bonds, borrow lower, multiply through debt. I don't need to be paying the fees for that NON-SERVICE. Managers are lazy and passive in these structure.

No, hedge means "hedge" meaning the capacity to buy risk protection in a portfolio above and beyond straight diversification. The zero-sum game nature of the options always makes it an interesting bet, I am always betting against someone else, and puts in perspective the odds, but I always had a taste for hedging in the roulette game at the Casino. It is the only one I could play.

Growl!

Comments

Andrei said…
Hehe it depends on what is it you are trying to get protection from. There is no any hedging against real market crash or hyperinflation. In the moderate crash scenario you may do well by controlling commodities. If it goes beyond that it may be prudent to invest into private army to protect those commodities :)
adt43wt342 said…
Yeah, when we are discussing "army" as the only safe investment, you know something is really amiss.

I was offered a note on inflation recently, on the theory that equities will lag inflation and fixed income, by definition, will lag inflation, buying inflation protection via options is an interesting arbitrage.

I mean arbitrage because obviously the price of the note reflects the markets expectations of inflation and therefore the bet in options is to say "I believe inflation will run more than market expectations". Which I don't.
Anonymous said…
A lot of people suggest gold for times of turmoil...

And the response from the uber-bear, "Gold is for pussies! My money is in canned food and shotguns..."
adt43wt342 said…
Canned food and shotguns! LOL!!!!

Nah, options will do nicely. Volatility is a commodity and soon to be defined as an asset class :)

I was reading a research paper at the beginning of the year talking about a contrarian investment strategy to milk out volatility.... it was down to zero because volatility was gone. Is it back to a level that is workable through such a strategy? I don't know...
Andrew Meyer said…
Marc,

don't put your head in the gas stove just yet, the sun always shines somewhere. If you're interested, PIMCO just completed their spring symposium with John Plender, Raghu Rajan, Mike Spence, Nassim Taleb and of course they had the whole thing chaired by Al Greenspan. Check out their synopsis:
http://www.pimco.com/LeftNav/PIMCO+Spotlight/2008/Secula+Outlook-+El-Erian.htm

Andy
Andrew Meyer said…
The whole URL got cut off, if case it didn't come through, I'll put a break in the middle.

http://www.pimco.com/LeftNav/PIMCO+Spotlight/
2008/Secula+Outlook-+El-Erian.htm
adt43wt342 said…
Andrew I will definitely check it out, my head is not in the stove, just that riding out the storm means bonds. At least I am not losing principal and after inflation adjustment I am basically zero'd out, maybe I eek out 1% and I am happy as a pig in shit. I quietly laugh, when a banker talks to me about return on investment, I always talk about returning my investment.
adt43wt342 said…
Oh forgot to talk about the point I wanted to make andrew: that with liquidity mass where it is at, there is "inertia" in the mass and it needs a place to be invested, so an asset class will ALWAYS experience speculative pressure. So there is always a place in the SUN even it is a solarium with lights quickly rotating. Calling these out gives me a headache.
Andrew Meyer said…
There is a lot to be said for the "idle rich."

Do you still read FiNTAG? If you saw his bit about sageGauge, I'm doing the technology for that.

http://fintag.com/sagegauge/

I noticed your comments today (Thursday) about professionals running around like chickens with their heads cut off. Well, we're going to start putting a little accountability into what pundits say.

I'd be interested what you think.

Andy
adt43wt342 said…
Andrew,

sorry for the delay

1/ I am not IDLE!

2/ Very cool on the sageGauge (except it sounds like sausage :). I would love to participate in this market. There was a great article by Yves Smith on the propagation of information in the internet age, I believe tools like this one can influence rather than track mood. DEFINITELY keep me posted.

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